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
276
$830K 0.02%
12,772
+1,231
277
$822K 0.02%
32,515
+13,954
278
$809K 0.02%
4,604
-1,102
279
$808K 0.02%
21,445
+177
280
$798K 0.02%
9,546
+368
281
$790K 0.02%
2,015
-75
282
$789K 0.02%
36,870
283
$784K 0.02%
37,637
+2,000
284
$780K 0.02%
1,200
-91
285
$763K 0.02%
4,176
-208
286
$761K 0.02%
3,484
+153
287
$750K 0.02%
17,906
-311
288
$745K 0.02%
1,557
+120
289
$719K 0.02%
17,069
+1,905
290
$715K 0.02%
3,478
-1,822
291
$713K 0.02%
9,298
-22
292
$702K 0.02%
3,611
+16
293
$687K 0.01%
4,503
-15
294
$674K 0.01%
506
-135
295
$671K 0.01%
11,041
-402
296
$661K 0.01%
10,091
297
$653K 0.01%
11,270
+3,811
298
$648K 0.01%
4,455
+142
299
$641K 0.01%
5,164
-6
300
$640K 0.01%
3,724
-16
10 11
12
13 14