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
$5.34B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$19.2M
3
+$8.22M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$6.26M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$6.13M

Top Sells

1
+$41.4M
2
+$12.7M
3
+$10.9M
4
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
+$8.63M
5
NSC icon
Norfolk Southern
NSC
+$7.84M

Sector Composition

1 Technology 25.53%
2 Financials 10.09%
3 Healthcare 9.63%
4 Consumer Discretionary 6.63%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.56M 0.03%
1,231
+389
227
$1.55M 0.03%
4,207
+26
228
$1.54M 0.03%
2,452
+1,328
229
$1.52M 0.03%
20,869
230
$1.52M 0.03%
18,408
-1,652
231
$1.51M 0.03%
10,978
-148
232
$1.5M 0.03%
5,816
-28
233
$1.5M 0.03%
58,838
234
$1.49M 0.03%
7,548
+96
235
$1.49M 0.03%
29,714
+13,628
236
$1.48M 0.03%
3,617
+416
237
$1.47M 0.03%
45,143
-1,427
238
$1.43M 0.03%
1,990,000
239
$1.42M 0.03%
10,184
+4,191
240
$1.42M 0.03%
66,500
+33,000
241
$1.38M 0.03%
42,300
-21,951
242
$1.38M 0.03%
30,785
-126,730
243
$1.37M 0.03%
1,542
-1
244
$1.36M 0.03%
6,508
+135
245
$1.35M 0.03%
3,844
-26
246
$1.34M 0.03%
43,731
-27,023
247
$1.3M 0.02%
7,682
248
$1.29M 0.02%
7,056
+54
249
$1.29M 0.02%
14,207
-1,100
250
$1.28M 0.02%
19,514
-2,865
8 9
10
11 12