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
$4.66B
AUM Growth
+$583M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$6.22M
3
+$5.58M
4
BF.B icon
Brown-Forman Class B
BF.B
+$5.41M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$4.77M

Top Sells

1
+$27.5M
2
+$7.31M
3
+$2.59M
4
JPM icon
JPMorgan Chase
JPM
+$2.55M
5
SYNB icon
Putnam BioRevolution ETF
SYNB
+$2.01M

Sector Composition

1 Technology 22.08%
2 Healthcare 11.73%
3 Financials 10.18%
4 Consumer Discretionary 7.48%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$636K 0.01%
2,698
-67
302
$635K 0.01%
2,143
303
$635K 0.01%
6,636
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304
$631K 0.01%
17,851
305
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19,070
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306
$628K 0.01%
10,848
-457
307
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9,849
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308
$626K 0.01%
10,803
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309
$626K 0.01%
9,162
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310
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311
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14,485
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312
$619K 0.01%
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313
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16,020
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314
$618K 0.01%
6,551
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315
$610K 0.01%
495
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316
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317
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8,117
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319
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320
$597K 0.01%
3,099
321
$595K 0.01%
4,872
-1,299
322
$594K 0.01%
27,318
-33
323
$589K 0.01%
3,481
-34
324
$588K 0.01%
4,454
+316
325
$588K 0.01%
29,900
11 12
13
14 15