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
$3.08B
AUM Growth
+$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$64.9M
2
+$18.9M
3
+$16.3M
4
JPM icon
JPMorgan Chase
JPM
+$9.66M
5
ROST icon
Ross Stores
ROST
+$6.53M

Top Sells

1
+$26.6M
2
+$8.34M
3
+$8.04M
4
PG icon
Procter & Gamble
PG
+$6.03M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$4.63M

Sector Composition

1 Technology 19.42%
2 Financials 10.87%
3 Healthcare 10.51%
4 Consumer Staples 9.94%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$807K 0.03%
8,083
227
$801K 0.03%
10,050
+4,785
228
$798K 0.03%
3,584
+161
229
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9,470
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230
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10,008
-375
231
$794K 0.03%
538
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232
$772K 0.03%
10,186
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233
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3,059
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234
$763K 0.02%
16,986
235
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16,260
-80
236
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237
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6,233
238
$744K 0.02%
12,020
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239
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3,892
+17
240
$732K 0.02%
6,518
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241
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242
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243
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244
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4,495
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245
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120,907
-3,311
246
$699K 0.02%
15,270
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247
$694K 0.02%
2,416
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248
$693K 0.02%
18,793
+1,103
249
$688K 0.02%
501
250
$687K 0.02%
2,685
8 9
10
11 12