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
401
$262K 0.01%
3,766
-7
402
$261K 0.01%
2,435
-750
403
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9,493
404
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406
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407
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3,142
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408
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1,418
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409
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410
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411
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412
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413
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93
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415
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416
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418
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3,104
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423
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19,592
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424
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+5,329
425
$218K 0.01%
+2,302