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
CTVA icon
326
Corteva
CTVA
$43.3B
$697K 0.01%
9,352
+9
OTIS icon
327
Otis Worldwide
OTIS
$35.5B
$696K 0.01%
7,024
-392
ED icon
328
Consolidated Edison
ED
$35.6B
$694K 0.01%
+6,916
IJK icon
329
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.25B
$686K 0.01%
7,537
+557
WMB icon
330
Williams Companies
WMB
$72.8B
$683K 0.01%
10,882
-202
FE icon
331
FirstEnergy
FE
$26.5B
$676K 0.01%
16,801
+1,813
CVS icon
332
CVS Health
CVS
$100B
$673K 0.01%
9,757
-10,028
CLX icon
333
Clorox
CLX
$13.1B
$668K 0.01%
5,563
-31
UL icon
334
Unilever
UL
$151B
$667K 0.01%
10,904
+740
ARES icon
335
Ares Management
ARES
$33.9B
$664K 0.01%
3,836
+2,087
IYJ icon
336
iShares US Industrials ETF
IYJ
$1.67B
$663K 0.01%
4,656
BNKK
337
Bonk Inc
BNKK
$33.1M
$657K 0.01%
1,990,000
IHF icon
338
iShares US Healthcare Providers ETF
IHF
$793M
$656K 0.01%
13,475
-200
PLTR icon
339
Palantir
PLTR
$424B
$651K 0.01%
+4,775
IYF icon
340
iShares US Financials ETF
IYF
$4.02B
$644K 0.01%
5,323
-149
VBR icon
341
Vanguard Small-Cap Value ETF
VBR
$31.1B
$636K 0.01%
3,262
+914
ELV icon
342
Elevance Health
ELV
$70.6B
$630K 0.01%
1,619
+475
LH icon
343
Labcorp
LH
$21B
$629K 0.01%
2,398
+125
BAM icon
344
Brookfield Asset Management
BAM
$85.5B
$628K 0.01%
+11,352
L icon
345
Loews
L
$21.2B
$624K 0.01%
6,804
HES
346
DELISTED
Hess
HES
$623K 0.01%
4,497
+8
BN icon
347
Brookfield
BN
$103B
$619K 0.01%
15,009
IYK icon
348
iShares US Consumer Staples ETF
IYK
$1.28B
$617K 0.01%
8,750
-390
DGRO icon
349
iShares Core Dividend Growth ETF
DGRO
$35.3B
$608K 0.01%
9,516
+637
SNA icon
350
Snap-on
SNA
$17.9B
$606K 0.01%
1,948
12 13
14
15 16