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
276
$271K 0.02%
1,640
277
$271K 0.02%
3,459
-140
278
$271K 0.02%
6,085
-2,253
279
$271K 0.02%
4,080
280
$262K 0.02%
8,520
281
$261K 0.02%
7,720
-1,600
282
$261K 0.02%
3,532
+192
283
$260K 0.02%
2,777
284
$260K 0.02%
+10,421
285
$257K 0.02%
2,272
286
$256K 0.02%
4,929
287
$251K 0.02%
3,863
+175
288
$250K 0.02%
14,626
+1,100
289
$246K 0.02%
+3,029
290
$243K 0.02%
3,864
-2,296
291
$239K 0.02%
+7,633
292
$236K 0.02%
3,398
293
$235K 0.02%
6,000
-350
294
$233K 0.02%
+1,788
295
$233K 0.02%
1,242
-28
296
$229K 0.02%
2,703
297
$227K 0.02%
6,562
298
$226K 0.02%
10,832
299
$224K 0.02%
+2,713
300
$224K 0.02%
+2,511
10 11
12
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