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
$217M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$847K
2 +$269K
3 +$251K
4
LMT icon
Lockheed Martin
LMT
+$234K
5
HD icon
Home Depot
HD
+$223K

Top Sells

1 +$2.59M
2 +$1.2M
3 +$268K
4
PSA icon
Public Storage
PSA
+$205K
5
ALB icon
Albemarle
ALB
+$204K

Sector Composition

1 Technology 23.95%
2 Healthcare 18.98%
3 Industrials 12.73%
4 Consumer Staples 10.36%
5 Financials 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-956
102
-8,095