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
426
$249K 0.01%
+4,352
427
$247K 0.01%
+3,071
428
$247K 0.01%
1,258
-281
429
$246K 0.01%
4,648
-366
430
$244K 0.01%
2,388
-30
431
$243K 0.01%
3,580
-100
432
$239K 0.01%
+133
433
$238K 0.01%
+11,712
434
$236K 0.01%
520
435
$236K 0.01%
8,093
-1,400
436
$234K 0.01%
+8,011
437
$233K 0.01%
1,030
-191
438
$230K ﹤0.01%
+10,093
439
$226K ﹤0.01%
3,023
-820
440
$226K ﹤0.01%
1,030
-10
441
$226K ﹤0.01%
5,672
-837
442
$225K ﹤0.01%
+823
443
$222K ﹤0.01%
1,041
-105
444
$221K ﹤0.01%
+1,858
445
$221K ﹤0.01%
4,871
-2,122
446
$219K ﹤0.01%
+3,020
447
$219K ﹤0.01%
+689
448
$218K ﹤0.01%
+500
449
$217K ﹤0.01%
+1,682
450
$216K ﹤0.01%
+4,308
16 17
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