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
$2.64B
AUM Growth
-$83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12.4M
3
+$9.11M
4
ISRG icon
Intuitive Surgical
ISRG
+$8.15M
5
WFC icon
Wells Fargo
WFC
+$7.59M

Top Sells

1
+$18.4M
2
+$7.49M
3
+$7.46M
4
DAL icon
Delta Air Lines
DAL
+$3.57M
5
ELAN icon
Elanco Animal Health
ELAN
+$2.52M

Sector Composition

1 Technology 16.42%
2 Healthcare 11.29%
3 Financials 11.18%
4 Consumer Staples 10.33%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$165K 0.01%
16,133
402
$103K ﹤0.01%
11,986
403
$93K ﹤0.01%
11,030
404
$63K ﹤0.01%
70,084
405
– –
-2,825
406
– –
-1,827
407
– –
-1,679
408
– –
-3,270
409
– –
-5,531
410
– –
-7,500
411
– –
-2,269
412
– –
-21,434
413
– –
-15,513
414
– –
-31,786
415
– –
-5,314
416
– –
-2,268
417
– –
-2,925
418
– –
-7,548
419
– –
-1,865
420
– –
-1,100
421
– –
-255
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