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
$2.15B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1 +$6.46M
2 +$5.06M
3 +$3.41M
4
USB icon
US Bancorp
USB
+$2.4M
5
BURL icon
Burlington
BURL
+$1.66M

Top Sells

1 +$3.55M
2 +$2.31M
3 +$1.78M
4
CVX icon
Chevron
CVX
+$1.47M
5
MSFT icon
Microsoft
MSFT
+$1.44M

Sector Composition

1 Technology 19.11%
2 Financials 11.23%
3 Consumer Staples 11.02%
4 Healthcare 10.33%
5 Consumer Discretionary 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$547K 0.03%
4,555
-359
227
$546K 0.03%
1,640
228
$541K 0.03%
3,616
229
$540K 0.03%
3,542
230
$532K 0.02%
6,029
231
$525K 0.02%
4,441
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232
$520K 0.02%
9,364
-109
233
$517K 0.02%
4,540
-2,603
234
$514K 0.02%
7,357
+978
235
$506K 0.02%
4,315
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236
$505K 0.02%
6,064
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237
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238
$493K 0.02%
2,477
239
$493K 0.02%
6,678
240
$487K 0.02%
8,279
241
$483K 0.02%
1,467
242
$465K 0.02%
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243
$464K 0.02%
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244
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3,248
245
$453K 0.02%
11,362
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246
$452K 0.02%
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247
$444K 0.02%
9,400
248
$443K 0.02%
1,980
249
$428K 0.02%
12,354
250
$427K 0.02%
6,357