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
$1.56B
AUM Growth
+$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$5.88M
3
+$5.79M
4
MDT icon
Medtronic
MDT
+$4.54M
5
PYPL icon
PayPal
PYPL
+$3.62M

Top Sells

1
+$5.35M
2
+$4.43M
3
+$2.74M
4
CB icon
Chubb
CB
+$2.45M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.15M

Sector Composition

1 Technology 16.14%
2 Consumer Staples 11.68%
3 Financials 11.25%
4 Healthcare 10.61%
5 Consumer Discretionary 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$246K 0.02%
1,559
302
$238K 0.02%
+1,940
303
$233K 0.01%
7,182
-380
304
$228K 0.01%
+2,365
305
$223K 0.01%
2,422
-34
306
$222K 0.01%
+4,664
307
$218K 0.01%
13,069
-41
308
$217K 0.01%
+2,020
309
$216K 0.01%
+2,530
310
$214K 0.01%
+1,218
311
$208K 0.01%
+1,626
312
$204K 0.01%
+11,400
313
$204K 0.01%
+1,631
314
$204K 0.01%
+2,655
315
$200K 0.01%
+4,000
316
$200K 0.01%
+3,975
317
$105K 0.01%
5,888
-1,542
318
$62K ﹤0.01%
30,000
319
$23K ﹤0.01%
150
320
– –
-2,827
321
– –
-1,514
322
– –
-2,003
323
– –
-8,159
324
– –
-17,000
325
– –
-3,863
10 11 12
13
14