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
$2.59B
AUM Growth
-$570K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$2.67M
3
+$2.52M
4
SPGI icon
S&P Global
SPGI
+$2.45M
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$1.81M

Top Sells

1
+$2.17M
2
+$2.15M
3
+$2.11M
4
PHM icon
Pultegroup
PHM
+$1.72M
5
EW icon
Edwards Lifesciences
EW
+$1.52M

Sector Composition

1 Technology 19.68%
2 Financials 12.83%
3 Healthcare 11.41%
4 Consumer Staples 9.44%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$125K ﹤0.01%
11,030
402
$12K ﹤0.01%
1,100
403
– –
-18,500
404
– –
-2,253
405
– –
-814
406
– –
-1,268
407
– –
-23,500
408
– –
-11,300
409
– –
-7,533
410
– –
-534
411
– –
-2,538
412
– –
-10,000
413
– –
-1,374
414
– –
-7,800
415
– –
-2,037
416
– –
-5,242
417
– –
-6,200
418
– –
-5,480
419
– –
-4,500
420
– –
-5,500
421
– –
-25,000
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