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
326
$481K 0.01%
17,738
+1,000
327
$477K 0.01%
8,000
328
$476K 0.01%
11,330
329
$473K 0.01%
+23,490
330
$472K 0.01%
7,662
+197
331
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332
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9,318
333
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334
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2,087
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335
$444K 0.01%
8,863
336
$436K 0.01%
2,182
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337
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338
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17,760
+6,750
339
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3,544
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340
$425K 0.01%
+7,243
341
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4,225
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342
$416K 0.01%
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343
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3,762
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344
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27,398
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345
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11,643
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346
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7,990
-19,938
347
$402K 0.01%
14,022
-2,449
348
$401K 0.01%
4,899
-646
349
$401K 0.01%
1,998
350
$395K 0.01%
7,093
+24