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
$5.78B
AUM Growth
+$633M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$10.9M
3
+$9.56M
4
SO icon
Southern Company
SO
+$9.28M
5
NOW icon
ServiceNow
NOW
+$8.84M

Top Sells

1
+$12.8M
2
+$11.4M
3
+$6.92M
4
MCD icon
McDonald's
MCD
+$6.22M
5
SBUX icon
Starbucks
SBUX
+$5.83M

Sector Composition

1 Technology 26.31%
2 Financials 10.95%
3 Healthcare 8.67%
4 Industrials 6.28%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MUB icon
301
iShares National Muni Bond ETF
MUB
$40.2B
$851K 0.01%
8,145
-1,252
AVDE icon
302
Avantis International Equity ETF
AVDE
$9.6B
$850K 0.01%
11,489
CTAS icon
303
Cintas
CTAS
$74.4B
$828K 0.01%
3,714
+4
NUE icon
304
Nucor
NUE
$33.1B
$823K 0.01%
6,351
+2,315
ACM icon
305
Aecom
ACM
$17.3B
$822K 0.01%
7,286
+5
IWO icon
306
iShares Russell 2000 Growth ETF
IWO
$13B
$807K 0.01%
2,822
CINF icon
307
Cincinnati Financial
CINF
$25.7B
$806K 0.01%
5,409
+420
GSSC icon
308
GS ActiveBeta US Small Cap Equity ETF
GSSC
$663M
$798K 0.01%
11,630
-4
TIP icon
309
iShares TIPS Bond ETF
TIP
$13.8B
$791K 0.01%
7,186
+1,511
KHC icon
310
Kraft Heinz
KHC
$28.7B
$774K 0.01%
29,969
-12,016
RSP icon
311
Invesco S&P 500 Equal Weight ETF
RSP
$73.8B
$773K 0.01%
4,252
-30
IAU icon
312
iShares Gold Trust
IAU
$60.9B
$772K 0.01%
12,384
+1,095
WM icon
313
Waste Management
WM
$81.3B
$764K 0.01%
3,338
+162
VBK icon
314
Vanguard Small-Cap Growth ETF
VBK
$20.4B
$762K 0.01%
2,753
+300
STX icon
315
Seagate
STX
$59.7B
$754K 0.01%
5,221
+250
IBMN icon
316
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$402M
$753K 0.01%
28,148
HPQ icon
317
HP
HPQ
$24.6B
$753K 0.01%
30,793
-14,312
MAR icon
318
Marriott International
MAR
$78.1B
$748K 0.01%
2,738
-4
ZTS icon
319
Zoetis
ZTS
$53B
$745K 0.01%
4,780
+506
AVEM icon
320
Avantis Emerging Markets Equity ETF
AVEM
$13.6B
$744K 0.01%
10,860
-13
CSL icon
321
Carlisle Companies
CSL
$13.3B
$744K 0.01%
1,992
+1
HSY icon
322
Hershey
HSY
$34.6B
$741K 0.01%
4,463
+129
SPHQ icon
323
Invesco S&P 500 Quality ETF
SPHQ
$15.1B
$738K 0.01%
10,356
+98
VIG icon
324
Vanguard Dividend Appreciation ETF
VIG
$97.8B
$731K 0.01%
3,571
+460
BTI icon
325
British American Tobacco
BTI
$119B
$716K 0.01%
+15,120
11 12
13
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