GT

Glenview Trust Portfolio holdings

AUM $6.31B
1-Year Est. Return 21.22%
This Quarter Est. Return
1 Year Est. Return
+21.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
+$58.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$6.55M
3
+$4.97M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.43M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.21M

Top Sells

1
+$10.4M
2
+$8.95M
3
+$4.06M
4
KSS icon
Kohl's
KSS
+$3.95M
5
DIS icon
Walt Disney
DIS
+$2.12M

Sector Composition

1 Technology 14.99%
2 Consumer Staples 13.15%
3 Financials 12.77%
4 Healthcare 12.59%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$480K 0.04%
+5,918
227
$476K 0.04%
15,140
228
$475K 0.04%
3,798
229
$463K 0.04%
8,458
+198
230
$459K 0.04%
5,697
+382
231
$459K 0.04%
11,350
232
$451K 0.04%
+7,219
233
$445K 0.04%
+10,200
234
$439K 0.03%
19,076
-7,233
235
$432K 0.03%
16,000
236
$432K 0.03%
3,793
-93
237
$428K 0.03%
7,161
+622
238
$417K 0.03%
+16,791
239
$413K 0.03%
10,443
-8,772
240
$409K 0.03%
+8,388
241
$401K 0.03%
+4,410
242
$386K 0.03%
3,732
243
$376K 0.03%
3,442
244
$373K 0.03%
+3,800
245
$371K 0.03%
2,652
+54
246
$357K 0.03%
15,000
247
$356K 0.03%
3,183
-2,100
248
$356K 0.03%
6,863
249
$354K 0.03%
2,100
250
$344K 0.03%
2,220
8 9
10
11 12