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
$5.15B
AUM Growth
-$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1 +$16.8M
2 +$15.1M
3 +$14.1M
4
BLK icon
Blackrock
BLK
+$13.1M
5
BA icon
Boeing
BA
+$9.95M

Top Sells

1 +$14.2M
2 +$13.1M
3 +$12.9M
4
EMR icon
Emerson Electric
EMR
+$12M
5
V icon
Visa
V
+$10.4M

Sector Composition

1 Technology 22.8%
2 Financials 11.05%
3 Healthcare 10.61%
4 Consumer Discretionary 6.48%
5 Consumer Staples 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IBMQ icon
276
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$507M
$921K 0.02%
36,400
COF icon
277
Capital One
COF
$135B
$912K 0.02%
5,089
XLF icon
278
Financial Select Sector SPDR Fund
XLF
$53.7B
$908K 0.02%
18,235
-1,088
OKE icon
279
Oneok
OKE
$42.9B
$903K 0.02%
9,098
-2,362
TFC icon
280
Truist Financial
TFC
$54.5B
$896K 0.02%
21,782
+346
IWV icon
281
iShares Russell 3000 ETF
IWV
$17.1B
$885K 0.02%
2,787
FTNT icon
282
Fortinet
FTNT
$63.9B
$878K 0.02%
9,120
-93
ICE icon
283
Intercontinental Exchange
ICE
$87.9B
$868K 0.02%
5,033
-375
VYM icon
284
Vanguard High Dividend Yield ETF
VYM
$64.9B
$864K 0.02%
6,700
-230
MMC icon
285
Marsh & McLennan
MMC
$92.9B
$858K 0.02%
3,518
+1,088
KD icon
286
Kyndryl
KD
$6.38B
$855K 0.02%
27,239
-153
UBER icon
287
Uber
UBER
$192B
$854K 0.02%
11,726
+652
VEA icon
288
Vanguard FTSE Developed Markets ETF
VEA
$178B
$849K 0.02%
16,695
+8,245
SCZ icon
289
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.8B
$843K 0.02%
13,272
-676
CLX icon
290
Clorox
CLX
$14.6B
$824K 0.02%
5,594
EMXC icon
291
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.8B
$818K 0.02%
14,849
GLW icon
292
Corning
GLW
$72.4B
$806K 0.02%
17,604
-3,475
TSCO icon
293
Tractor Supply
TSCO
$29.3B
$795K 0.02%
14,433
-855
MTB icon
294
M&T Bank
MTB
$28.2B
$775K 0.02%
4,336
OTIS icon
295
Otis Worldwide
OTIS
$35.8B
$765K 0.01%
7,416
-979
CTAS icon
296
Cintas
CTAS
$75.6B
$763K 0.01%
3,710
+170
AVDE icon
297
Avantis International Equity ETF
AVDE
$9.58B
$761K 0.01%
11,489
LAMR icon
298
Lamar Advertising Co
LAMR
$12B
$757K 0.01%
6,656
-108
VGSH icon
299
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
$757K 0.01%
12,899
IBMN icon
300
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$403M
$753K 0.01%
28,148