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
251
$425K 0.02%
3,335
+350
252
$424K 0.02%
3,750
-600
253
$421K 0.02%
4,823
254
$420K 0.02%
17,748
255
$420K 0.02%
3,112
+205
256
$418K 0.02%
2,100
257
$418K 0.02%
2,959
-115
258
$417K 0.02%
+2,718
259
$409K 0.02%
4,137
-10
260
$402K 0.02%
7,049
261
$399K 0.02%
2,807
262
$398K 0.02%
3,024
-1,840
263
$398K 0.02%
2,328
264
$395K 0.02%
1,449
265
$394K 0.02%
3,584
266
$391K 0.02%
12,960
-22,537
267
$388K 0.02%
+7,158
268
$383K 0.02%
5,610
+244
269
$382K 0.02%
1,560
-326
270
$374K 0.02%
7,087
271
$367K 0.02%
4,248
-1,700
272
$365K 0.02%
9,427
-438
273
$364K 0.02%
7,910
-58
274
$361K 0.02%
3,922
275
$360K 0.02%
2,510