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
251
$1.28M 0.02%
17,861
252
$1.27M 0.02%
3,135
+4
253
$1.2M 0.02%
2,599
+1,041
254
$1.19M 0.02%
11,958
255
$1.18M 0.02%
18,790
256
$1.17M 0.02%
3,448
-282
257
$1.16M 0.02%
12,566
+7,509
258
$1.15M 0.02%
11,460
-1,301
259
$1.15M 0.02%
4,757
-9
260
$1.12M 0.02%
3,219
-33
261
$1.12M 0.02%
6,263
262
$1.1M 0.02%
18,905
+1,000
263
$1.1M 0.02%
5,856
-368
264
$1.08M 0.02%
+4,711
265
$1.07M 0.02%
32,113
-3,036
266
$1.04M 0.02%
9,168
+538
267
$1.03M 0.02%
14,838
-136
268
$1.03M 0.02%
3,131
+321
269
$1.03M 0.02%
7,962
-8,816
270
$1M 0.02%
21,079
271
$997K 0.02%
9,360
-221
272
$996K 0.02%
311
+167
273
$995K 0.02%
9,749
+701
274
$954K 0.02%
780
-1
275
$948K 0.02%
27,392
-27
9 10
11
12 13