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
251
$1.05M 0.02%
6,386
-125
252
$1.04M 0.02%
16,436
-200
253
$1.04M 0.02%
1,999
-54
254
$1.03M 0.02%
1,854
-187
255
$1.02M 0.02%
7,511
+3,191
256
$1M 0.02%
46,127
-6,864
257
$992K 0.02%
8,198
+825
258
$989K 0.02%
6,962
+862
259
$988K 0.02%
6,003
-126
260
$985K 0.02%
9,156
+1,628
261
$980K 0.02%
4,260
-29
262
$947K 0.02%
3,496
-30
263
$933K 0.02%
23,948
-510
264
$922K 0.02%
18,660
-4,207
265
$918K 0.02%
7,688
-65
266
$904K 0.02%
2,626
-160
267
$899K 0.02%
6,040
+165
268
$899K 0.02%
11,794
+202
269
$879K 0.02%
2,982
+187
270
$877K 0.02%
15,111
271
$869K 0.02%
5,677
+205
272
$859K 0.02%
9,811
+151
273
$857K 0.02%
8,635
-59
274
$841K 0.02%
2,801
+9
275
$833K 0.02%
15,774
-968
9 10
11
12 13