Greenleaf Trust Portfolio Holdings
Greenleaf Trust
- $11.2 Billion
- Q3 2024
Greenleaf Trust has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $11.2 Billion distributed in 832 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Stryker Corp with a value of $6.69B, Ishares Core S&P 500 ETF with a value of $1.04B, Ishares Tr with a value of $220M, Apple Inc. with a value of $164M, and Ishares Core S&P Mid Cap ETF with a value of $150M.
Examining the 13F form we can see an increase of $683M in the current position value, from $10.5B to 11.2B.
Greenleaf Trust is based out at Kalamazoo, MI
Below you can find more details about Greenleaf Trust portfolio as well as his latest detailed transactions.
Portfolio value
$11.2 Billion
Healthcare: $6.92 Billion
ETFs: $2.25 Billion
Technology: $662 Million
Financial Services: $378 Million
Consumer Cyclical: $241 Million
Communication Services: $219 Million
Industrials: $181 Million
Consumer Defensive: $142 Million
Other: $197 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 832
- Current Value $11.2 Billion
- Prior Value $10.5 Billion
- Filing
- Period Q3 2024
- Filing Date October 22, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 68 stocks
- Additional Purchases 444 stocks
- Sold out of 0 stocks
- Reduced holdings in 258 stocks