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
$2.15B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$5.06M
3
+$3.41M
4
USB icon
US Bancorp
USB
+$2.4M
5
BURL icon
Burlington
BURL
+$1.66M

Top Sells

1
+$3.55M
2
+$2.31M
3
+$1.78M
4
CVX icon
Chevron
CVX
+$1.47M
5
MSFT icon
Microsoft
MSFT
+$1.44M

Sector Composition

1 Technology 19.11%
2 Financials 11.23%
3 Consumer Staples 11.02%
4 Healthcare 10.33%
5 Consumer Discretionary 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$220K 0.01%
2,432
327
$215K 0.01%
4,447
328
$214K 0.01%
+4,242
329
$214K 0.01%
+1,772
330
$214K 0.01%
+4,260
331
$213K 0.01%
+4,037
332
$213K 0.01%
+1,006
333
$212K 0.01%
+1,351
334
$208K 0.01%
+3,203
335
$207K 0.01%
2,660
-80
336
$207K 0.01%
+595
337
$205K 0.01%
+4,835
338
$205K 0.01%
+5,480
339
$202K 0.01%
+3,726
340
$201K 0.01%
+1,628
341
$201K 0.01%
+3,600
342
$186K 0.01%
10,609
343
$157K 0.01%
8,606
344
$103K ﹤0.01%
30,000
345
$21K ﹤0.01%
1,100
346
– –
-858
347
– –
-15,000
348
– –
-8,373
349
– –
-9,618
350
– –
-4,657
11 12 13
14
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