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
376
$306K 0.01%
7,263
-400
377
$303K 0.01%
+6,297
378
$303K 0.01%
2,287
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379
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8,101
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380
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23,981
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381
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9,506
382
$296K 0.01%
8,000
383
$293K 0.01%
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8,969
385
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386
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387
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388
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389
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390
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391
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392
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393
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8,276
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397
$267K 0.01%
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398
$267K 0.01%
1,805
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399
$266K 0.01%
178
400
$263K 0.01%
3,632
-2,192