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
$4.66B
AUM Growth
+$583M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$6.22M
3
+$5.58M
4
BF.B icon
Brown-Forman Class B
BF.B
+$5.41M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$4.77M

Top Sells

1
+$27.5M
2
+$7.31M
3
+$2.59M
4
JPM icon
JPMorgan Chase
JPM
+$2.55M
5
SYNB icon
Putnam BioRevolution ETF
SYNB
+$2.01M

Sector Composition

1 Technology 22.08%
2 Healthcare 11.73%
3 Financials 10.18%
4 Consumer Discretionary 7.48%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$481K 0.01%
9,190
-5,135
352
$479K 0.01%
3,974
+1,448
353
$478K 0.01%
5,140
-118
354
$473K 0.01%
1,419
-232
355
$471K 0.01%
2,285
+51
356
$469K 0.01%
5,450
+2,038
357
$461K 0.01%
2,052
+59
358
$453K 0.01%
1,831
359
$449K 0.01%
21,335
-2,748
360
$443K 0.01%
2,614
-49
361
$434K 0.01%
15,135
362
$433K 0.01%
3,289
363
$433K 0.01%
4,030
364
$430K 0.01%
3,280
-180
365
$422K 0.01%
134
+12
366
$420K 0.01%
2,893
-10
367
$412K 0.01%
2,147
-754
368
$411K 0.01%
17,724
-368
369
$410K 0.01%
8,339
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370
$407K 0.01%
2,605
+80
371
$405K 0.01%
12,937
-764
372
$396K 0.01%
1,521
+154
373
$395K 0.01%
4,407
+2,138
374
$394K 0.01%
7,850
-2,197
375
$393K 0.01%
2,536
13 14
15
16 17