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
$6.31B
AUM Growth
+$527M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$98.2M
2
+$20.1M
3
+$14.9M
4
CSL icon
Carlisle Companies
CSL
+$11M
5
INTU icon
Intuit
INTU
+$10.9M

Top Sells

1
+$20.1M
2
+$17.2M
3
+$13.3M
4
ADBE icon
Adobe
ADBE
+$10.9M
5
AVGO icon
Broadcom
AVGO
+$6.16M

Sector Composition

1 Technology 26.96%
2 Financials 10.54%
3 Healthcare 8.11%
4 Industrials 6.15%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KKR icon
301
KKR & Co
KKR
$113B
$925K 0.01%
7,118
+378
AMT icon
302
American Tower
AMT
$82.2B
$902K 0.01%
4,691
-1,475
CINF icon
303
Cincinnati Financial
CINF
$25.4B
$895K 0.01%
5,659
+250
XLC icon
304
State Street Communication Services Select Sector SPDR ETF
XLC
$26.2B
$894K 0.01%
7,554
-2,531
MUB icon
305
iShares National Muni Bond ETF
MUB
$41.4B
$883K 0.01%
8,295
+150
IWO icon
306
iShares Russell 2000 Growth ETF
IWO
$13.1B
$882K 0.01%
2,757
-65
PLTR icon
307
Palantir
PLTR
$418B
$877K 0.01%
4,808
+33
BRO icon
308
Brown & Brown
BRO
$27.2B
$854K 0.01%
9,107
-197
D icon
309
Dominion Energy
D
$51.3B
$848K 0.01%
13,869
-4,970
LAMR icon
310
Lamar Advertising Co
LAMR
$13.3B
$845K 0.01%
6,902
-119
GSSC icon
311
GS ActiveBeta US Small Cap Equity ETF
GSSC
$730M
$844K 0.01%
11,275
-355
RSP icon
312
Invesco S&P 500 Equal Weight ETF
RSP
$74.8B
$834K 0.01%
4,397
+145
VRSK icon
313
Verisk Analytics
VRSK
$31.3B
$834K 0.01%
3,315
-60
MTB icon
314
M&T Bank
MTB
$29.9B
$829K 0.01%
4,195
-192
BTI icon
315
British American Tobacco
BTI
$126B
$825K 0.01%
15,540
+420
VBK icon
316
Vanguard Small-Cap Growth ETF
VBK
$20.8B
$819K 0.01%
2,753
CTAS icon
317
Cintas
CTAS
$73.9B
$817K 0.01%
3,982
+268
KD icon
318
Kyndryl
KD
$5.96B
$815K 0.01%
27,149
-24
HPQ icon
319
HP
HPQ
$23.7B
$799K 0.01%
29,330
-1,463
WM icon
320
Waste Management
WM
$87.1B
$781K 0.01%
3,537
+199
VIG icon
321
Vanguard Dividend Appreciation ETF
VIG
$101B
$776K 0.01%
3,596
+25
FTNT icon
322
Fortinet
FTNT
$61.4B
$775K 0.01%
9,213
+36
ZTS icon
323
Zoetis
ZTS
$54.2B
$753K 0.01%
5,147
+367
SPHQ icon
324
Invesco S&P 500 Quality ETF
SPHQ
$15.1B
$752K 0.01%
10,258
-98
LNG icon
325
Cheniere Energy
LNG
$45B
$744K 0.01%
3,165
+676
11 12
13
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