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
401
$293K 0.01%
1,545
402
$290K 0.01%
3,025
403
$289K 0.01%
2,579
-615
404
$287K 0.01%
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-9
405
$284K 0.01%
3,263
-3,211
406
$284K 0.01%
6,373
+334
407
$283K 0.01%
3,887
408
$281K 0.01%
7,215
-29
409
$278K 0.01%
2,095
410
$274K 0.01%
3,548
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411
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478
-4
412
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7,833
-9,905
413
$271K 0.01%
2,026
414
$271K 0.01%
3,529
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415
$269K 0.01%
1,005
416
$268K 0.01%
2,953
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417
$267K 0.01%
684
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418
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6,093
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419
$265K 0.01%
4,935
420
$259K 0.01%
7,162
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421
$258K 0.01%
2,198
-110
422
$252K 0.01%
5,662
+333
423
$251K 0.01%
6,961
+477
424
$251K 0.01%
2,579
+122
425
$249K 0.01%
302
-75
15 16
17
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