GT

Glenview Trust Portfolio holdings

AUM $6.31B
1-Year Est. Return 21.22%
This Quarter Est. Return
1 Year Est. Return
+21.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
+$58.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$6.55M
3
+$4.97M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.43M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.21M

Top Sells

1
+$10.4M
2
+$8.95M
3
+$4.06M
4
KSS icon
Kohl's
KSS
+$3.95M
5
DIS icon
Walt Disney
DIS
+$2.12M

Sector Composition

1 Technology 14.99%
2 Consumer Staples 13.15%
3 Financials 12.77%
4 Healthcare 12.59%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$344K 0.03%
6,919
-1,360
252
$340K 0.03%
4,577
-575
253
$333K 0.03%
12,260
-400
254
$329K 0.03%
4,281
255
$324K 0.03%
7,660
+1,170
256
$323K 0.03%
6,900
257
$323K 0.03%
4,083
-1,200
258
$321K 0.03%
1,028
259
$313K 0.02%
5,008
260
$310K 0.02%
+2,900
261
$305K 0.02%
7,000
262
$302K 0.02%
2,829
263
$300K 0.02%
4,057
-7,000
264
$299K 0.02%
7,089
-5,585
265
$299K 0.02%
15,135
266
$296K 0.02%
+11,530
267
$293K 0.02%
6,375
268
$292K 0.02%
5,768
-700
269
$292K 0.02%
4,633
270
$287K 0.02%
7,663
-2,430
271
$282K 0.02%
2,883
-160
272
$282K 0.02%
3,970
273
$278K 0.02%
5,542
-1,400
274
$277K 0.02%
4,565
275
$275K 0.02%
2,531
9 10
11
12 13