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
$2.72B
AUM Growth
-$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$9.38M
3
+$7.64M
4
V icon
Visa
V
+$5.63M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.46M

Top Sells

1
+$6.75M
2
+$6.4M
3
+$3.87M
4
MDT icon
Medtronic
MDT
+$3.53M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$3.48M

Sector Composition

1 Technology 17.13%
2 Healthcare 11.57%
3 Financials 10.88%
4 Consumer Staples 10.52%
5 Consumer Discretionary 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$98K ﹤0.01%
11,030
402
$73K ﹤0.01%
70,084
-70,000
403
$5K ﹤0.01%
1,100
404
– –
-3,091
405
– –
-1,261
406
– –
-1,918
407
– –
-5,547
408
– –
-3,945
409
– –
-3,391
410
– –
-4,625
411
– –
-1,000
412
– –
-7,036
413
– –
-1,548
414
– –
-4,275
415
– –
-4,060
416
– –
-3,524
417
– –
-6,820
418
– –
-3,202
419
– –
-2,673
420
– –
-5,242
421
– –
-3,470
422
– –
-2,051
423
– –
-595
424
– –
-1,926
425
– –
-3,800
14 15 16
17
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