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
376
$392K 0.01%
9,154
-18
377
$389K 0.01%
4,162
-377
378
$384K 0.01%
8,196
-1,218
379
$380K 0.01%
6,477
-265
380
$377K 0.01%
2,372
+32
381
$369K 0.01%
1,490
+93
382
$367K 0.01%
2,197
-18
383
$344K 0.01%
2,340
384
$338K 0.01%
3,364
-11
385
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8,000
386
$334K 0.01%
3,457
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387
$329K 0.01%
2,221
-190
388
$325K 0.01%
6,438
-4
389
$319K 0.01%
24,030
+5,550
390
$317K 0.01%
5,305
+1,268
391
$315K 0.01%
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392
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393
$309K 0.01%
6,445
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394
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5,664
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395
$304K 0.01%
1,536
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396
$303K 0.01%
+3,000
397
$301K 0.01%
8,627
-100
398
$298K 0.01%
1,629
-9
399
$296K 0.01%
388
400
$293K 0.01%
3,572
-122
14 15
16
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