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
276
$355K 0.02%
10,860
277
$355K 0.02%
12,880
278
$353K 0.02%
7,454
279
$352K 0.02%
9,276
280
$345K 0.02%
9,594
281
$344K 0.02%
6,750
-490
282
$341K 0.02%
1,500
283
$341K 0.02%
2,147
-1,700
284
$339K 0.02%
1,492
285
$339K 0.02%
6,275
286
$339K 0.02%
5,447
287
$338K 0.02%
805
-53
288
$337K 0.02%
2,225
289
$335K 0.02%
11,900
+3,860
290
$321K 0.01%
6,877
291
$321K 0.01%
1,198
-96
292
$315K 0.01%
8,000
293
$303K 0.01%
1,940
294
$302K 0.01%
14,717
-470
295
$299K 0.01%
9,075
296
$296K 0.01%
2,943
+100
297
$295K 0.01%
1,312
+47
298
$294K 0.01%
15,135
299
$291K 0.01%
5,723
300
$276K 0.01%
4,490
-100