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
$1.35B
AUM Growth
-$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$5.33M
3
+$4.67M
4
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$4.43M
5
MCD icon
McDonald's
MCD
+$2.61M

Top Sells

1
+$5.48M
2
+$5.24M
3
+$2.83M
4
META icon
Meta Platforms (Facebook)
META
+$2.66M
5
EOG icon
EOG Resources
EOG
+$2.35M

Sector Composition

1 Technology 15.23%
2 Consumer Staples 11.79%
3 Healthcare 11.64%
4 Financials 11.49%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$224K 0.02%
2,827
-1,241
302
$224K 0.02%
7,908
303
$223K 0.02%
4,503
304
$211K 0.02%
7,562
305
$209K 0.02%
5,608
306
$208K 0.02%
1,559
-14
307
$202K 0.01%
6,349
-149
308
$200K 0.01%
2,456
309
$188K 0.01%
13,110
310
$126K 0.01%
7,430
+4,097
311
$111K 0.01%
+17,000
312
$57K ﹤0.01%
30,000
313
$20K ﹤0.01%
150
314
– –
-2,530
315
– –
-4,253
316
– –
-2,365
317
– –
-1,940
318
– –
-4,000
319
– –
-2,704
320
– –
-6,523
321
– –
-228
322
– –
-702
323
– –
-1,631
324
– –
-3,575
325
– –
-17,350
10 11 12
13
14