GT

Glenview Trust Portfolio holdings

AUM $5.78B
1-Year Est. Return 18.79%
This Quarter Est. Return
1 Year Est. Return
+18.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.56B
AUM Growth
+$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$5.88M
3
+$5.79M
4
MDT icon
Medtronic
MDT
+$4.54M
5
PYPL icon
PayPal
PYPL
+$3.62M

Top Sells

1
+$5.35M
2
+$4.43M
3
+$2.74M
4
CB icon
Chubb
CB
+$2.45M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.15M

Sector Composition

1 Technology 16.14%
2 Consumer Staples 11.68%
3 Financials 11.25%
4 Healthcare 10.61%
5 Consumer Discretionary 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$529K 0.03%
1,987
227
$528K 0.03%
7,410
-1,460
228
$526K 0.03%
5,529
229
$521K 0.03%
2,647
230
$513K 0.03%
15,494
231
$510K 0.03%
7,187
-1,500
232
$506K 0.03%
20,577
-1,945
233
$498K 0.03%
8,260
-2,449
234
$493K 0.03%
3,432
235
$490K 0.03%
3,951
-165
236
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4,871
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237
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238
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8,231
239
$479K 0.03%
18,006
-8,040
240
$474K 0.03%
11,275
-3,175
241
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1,924
242
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6,220
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243
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244
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8,260
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245
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5,262
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246
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4,066
247
$421K 0.03%
2,777
248
$420K 0.03%
8,812
-16,096
249
$415K 0.03%
4,691
250
$411K 0.03%
11,500
8 9
10
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