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
$6.31B
AUM Growth
+$527M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$98.2M
2
+$20.1M
3
+$14.9M
4
CSL icon
Carlisle Companies
CSL
+$11M
5
INTU icon
Intuit
INTU
+$10.9M

Top Sells

1
+$20.1M
2
+$17.2M
3
+$13.3M
4
ADBE icon
Adobe
ADBE
+$10.9M
5
AVGO icon
Broadcom
AVGO
+$6.16M

Sector Composition

1 Technology 26.96%
2 Financials 10.54%
3 Healthcare 8.11%
4 Industrials 6.15%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMB icon
326
Williams Companies
WMB
$75.2B
$743K 0.01%
11,729
+847
XEL icon
327
Xcel Energy
XEL
$46.4B
$739K 0.01%
9,164
+618
KHC icon
328
Kraft Heinz
KHC
$29.6B
$739K 0.01%
28,373
-1,596
IBMN
329
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$729K 0.01%
27,204
-944
MAR icon
330
Marriott International
MAR
$82.4B
$725K 0.01%
2,782
+44
FE icon
331
FirstEnergy
FE
$26.2B
$723K 0.01%
15,769
-1,032
CVS icon
332
CVS Health
CVS
$95.9B
$722K 0.01%
9,583
-174
SNA icon
333
Snap-on
SNA
$17.9B
$701K 0.01%
2,022
+74
IHF icon
334
iShares US Healthcare Providers ETF
IHF
$759M
$697K 0.01%
14,120
+645
ED icon
335
Consolidated Edison
ED
$34.9B
$694K 0.01%
6,904
-12
IJK icon
336
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.15B
$690K 0.01%
7,194
-343
TIP icon
337
iShares TIPS Bond ETF
TIP
$14.5B
$687K 0.01%
6,175
-1,011
BN icon
338
Brookfield
BN
$104B
$686K 0.01%
15,009
CLX icon
339
Clorox
CLX
$12.9B
$684K 0.01%
5,545
-18
L icon
340
Loews
L
$21.9B
$683K 0.01%
6,804
IYJ icon
341
iShares US Industrials ETF
IYJ
$1.66B
$679K 0.01%
4,656
WELL icon
342
Welltower
WELL
$138B
$679K 0.01%
3,812
-77
IYF icon
343
iShares US Financials ETF
IYF
$4.18B
$674K 0.01%
5,323
DD icon
344
DuPont de Nemours
DD
$16.6B
$657K 0.01%
20,155
-17
VBR icon
345
Vanguard Small-Cap Value ETF
VBR
$32B
$657K 0.01%
3,146
-116
DCI icon
346
Donaldson
DCI
$10.1B
$655K 0.01%
8,000
XLE icon
347
State Street Energy Select Sector SPDR ETF
XLE
$27.7B
$640K 0.01%
7,160
+909
OTIS icon
348
Otis Worldwide
OTIS
$33.8B
$638K 0.01%
6,973
-51
CTVA icon
349
Corteva
CTVA
$44.2B
$632K 0.01%
9,343
-9
UL icon
350
Unilever
UL
$145B
$629K 0.01%
10,607
-297
12 13
14
15 16