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
$4.66B
AUM Growth
+$583M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$6.22M
3
+$5.58M
4
BF.B icon
Brown-Forman Class B
BF.B
+$5.41M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$4.77M

Top Sells

1
+$27.5M
2
+$7.31M
3
+$2.59M
4
JPM icon
JPMorgan Chase
JPM
+$2.55M
5
SYNB icon
Putnam BioRevolution ETF
SYNB
+$2.01M

Sector Composition

1 Technology 22.08%
2 Healthcare 11.73%
3 Financials 10.18%
4 Consumer Discretionary 7.48%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.44M 0.03%
47,520
-1,554
227
$1.43M 0.03%
8,082
228
$1.41M 0.03%
15,683
+9
229
$1.41M 0.03%
4,055
-170
230
$1.4M 0.03%
4,659
+163
231
$1.4M 0.03%
1,438
+302
232
$1.33M 0.03%
53,027
+27,662
233
$1.31M 0.03%
6,766
-214
234
$1.3M 0.03%
18,124
-1,855
235
$1.3M 0.03%
16,874
+1,972
236
$1.29M 0.03%
3,711
+25
237
$1.28M 0.03%
4,268
-87
238
$1.26M 0.03%
49,824
+15,016
239
$1.22M 0.03%
35,549
-122
240
$1.2M 0.03%
18,632
+405
241
$1.19M 0.03%
17,821
-16
242
$1.19M 0.03%
9,278
+2,216
243
$1.19M 0.03%
5,901
+206
244
$1.18M 0.03%
5,950
-468
245
$1.17M 0.03%
7,185
246
$1.17M 0.03%
12,593
+308
247
$1.12M 0.02%
13,970
-11
248
$1.09M 0.02%
6,232
-2,326
249
$1.07M 0.02%
32,625
-9,610
250
$1.07M 0.02%
18,216
-2,099
8 9
10
11 12