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
$1.56B
AUM Growth
+$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1 +$12.4M
2 +$5.88M
3 +$5.79M
4
MDT icon
Medtronic
MDT
+$4.54M
5
PYPL icon
PayPal
PYPL
+$3.62M

Top Sells

1 +$5.35M
2 +$4.43M
3 +$2.74M
4
CB icon
Chubb
CB
+$2.45M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.15M

Sector Composition

1 Technology 16.14%
2 Consumer Staples 11.68%
3 Financials 11.25%
4 Healthcare 10.61%
5 Consumer Discretionary 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$316K 0.02%
1,601
277
$315K 0.02%
5,604
-800
278
$315K 0.02%
7,023
279
$312K 0.02%
4,016
280
$310K 0.02%
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281
$307K 0.02%
3,398
282
$306K 0.02%
6,397
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283
$304K 0.02%
4,160
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284
$301K 0.02%
3,596
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285
$301K 0.02%
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286
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5,662
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287
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288
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289
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290
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291
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292
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293
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294
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295
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296
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297
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298
$257K 0.02%
8,102
+194
299
$253K 0.02%
+7,049
300
$250K 0.02%
4,503