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
LNG icon
351
Cheniere Energy
LNG
$44.7B
$606K 0.01%
2,489
+15
USMV icon
352
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$600K 0.01%
6,390
+425
WELL icon
353
Welltower
WELL
$131B
$598K 0.01%
3,889
-61
MKC icon
354
McCormick & Company Non-Voting
MKC
$17.5B
$587K 0.01%
7,738
-77
XEL icon
355
Xcel Energy
XEL
$47.9B
$582K 0.01%
8,546
+8
ICF icon
356
iShares Select U.S. REIT ETF
ICF
$1.92B
$581K 0.01%
9,502
DD icon
357
DuPont de Nemours
DD
$16.7B
$579K 0.01%
8,440
-114
HLT icon
358
Hilton Worldwide
HLT
$63.5B
$576K 0.01%
2,163
AWK icon
359
American Water Works
AWK
$25.5B
$565K 0.01%
4,060
+390
HCA icon
360
HCA Healthcare
HCA
$109B
$557K 0.01%
1,455
+4
OEF icon
361
iShares S&P 100 ETF
OEF
$27.3B
$557K 0.01%
1,831
DCI icon
362
Donaldson
DCI
$10.1B
$555K 0.01%
8,000
ES icon
363
Eversource Energy
ES
$27.4B
$546K 0.01%
8,588
+11
CRWD icon
364
CrowdStrike
CRWD
$135B
$537K 0.01%
1,055
+353
KMI icon
365
Kinder Morgan
KMI
$59.1B
$533K 0.01%
18,131
-58
XLE icon
366
Energy Select Sector SPDR Fund
XLE
$26.9B
$530K 0.01%
6,251
-531
NNN icon
367
NNN REIT
NNN
$7.73B
$530K 0.01%
12,277
+16
ZBH icon
368
Zimmer Biomet
ZBH
$17.5B
$520K 0.01%
5,706
+74
IBDX icon
369
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.27B
$519K 0.01%
20,534
+8,400
DTE icon
370
DTE Energy
DTE
$28.4B
$517K 0.01%
3,900
-45
DPZ icon
371
Domino's
DPZ
$13.9B
$511K 0.01%
1,135
+306
ARCC icon
372
Ares Capital
ARCC
$14.5B
$509K 0.01%
+23,200
CGMU icon
373
Capital Group Municipal Income ETF
CGMU
$4.08B
$507K 0.01%
18,984
INGR icon
374
Ingredion
INGR
$6.91B
$506K 0.01%
3,734
+41
VOX icon
375
Vanguard Communication Services ETF
VOX
$5.61B
$503K 0.01%
2,940
-90
13 14
15
16 17