GSBTD

Glenview State Bank Trust Department Portfolio holdings

AUM $327M
1-Year Est. Return 40.27%
This Quarter Est. Return
1 Year Est. Return
+40.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$2.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$238K
2 +$226K
3 +$206K
4
CVX icon
Chevron
CVX
+$156K
5
T icon
AT&T
T
+$153K

Top Sells

1 +$302K
2 +$227K
3 +$200K
4
MSFT icon
Microsoft
MSFT
+$131K
5
BMY icon
Bristol-Myers Squibb
BMY
+$124K

Sector Composition

1 Healthcare 20.37%
2 Technology 15.8%
3 Industrials 14.03%
4 Consumer Staples 12.5%
5 Energy 12.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$206K 0.13%
+3,150
77
$204K 0.13%
2,000
78
$127K 0.08%
22,000
79
$107K 0.07%
7,250
80
-6,000
81
-6,002