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
$3.62B
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1 +$11.7M
2 +$10.8M
3 +$8.61M
4
TMO icon
Thermo Fisher Scientific
TMO
+$6.26M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$4.43M

Top Sells

1 +$9.85M
2 +$7.35M
3 +$5.47M
4
ADBE icon
Adobe
ADBE
+$4.75M
5
BF.B icon
Brown-Forman Class B
BF.B
+$3M

Sector Composition

1 Technology 20.77%
2 Healthcare 12.32%
3 Financials 9.64%
4 Consumer Staples 7.91%
5 Consumer Discretionary 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$561K 0.02%
8,770
-200
302
$557K 0.02%
947
+458
303
$554K 0.02%
500
-11
304
$550K 0.02%
2,505
-130
305
$548K 0.02%
3,099
306
$534K 0.01%
+27,412
307
$534K 0.01%
17,748
308
$530K 0.01%
3,323
+72
309
$528K 0.01%
5,164
310
$527K 0.01%
1,031
+19
311
$523K 0.01%
5,039
+618
312
$506K 0.01%
4,932
-385
313
$503K 0.01%
1,940
314
$503K 0.01%
5,062
-595
315
$500K 0.01%
162
+9
316
$498K 0.01%
9,436
317
$498K 0.01%
+24,750
318
$496K 0.01%
8,911
+28
319
$496K 0.01%
13,393
-2,195
320
$495K 0.01%
5,240
321
$495K 0.01%
1,940
322
$489K 0.01%
2,423
-22
323
$487K 0.01%
9,528
+525
324
$485K 0.01%
2,925
+361
325
$485K 0.01%
4,805
-121