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
$5.34B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$19.2M
3
+$8.22M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$6.26M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$6.13M

Top Sells

1
+$41.4M
2
+$12.7M
3
+$10.9M
4
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
+$8.63M
5
NSC icon
Norfolk Southern
NSC
+$7.84M

Sector Composition

1 Technology 25.53%
2 Financials 10.09%
3 Healthcare 9.63%
4 Consumer Discretionary 6.63%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$278K 0.01%
980
+167
427
$278K 0.01%
2,378
428
$276K 0.01%
4,693
-1,400
429
$275K 0.01%
573
+55
430
$274K 0.01%
+1,301
431
$271K 0.01%
5,618
432
$266K 0.01%
7,869
-1,068
433
$266K 0.01%
1,044
+8
434
$266K 0.01%
+695
435
$263K ﹤0.01%
2,645
436
$260K ﹤0.01%
7,480
437
$256K ﹤0.01%
+7,720
438
$254K ﹤0.01%
8,093
439
$253K ﹤0.01%
2,221
440
$247K ﹤0.01%
2,082
+7
441
$247K ﹤0.01%
16,148
-13,752
442
$247K ﹤0.01%
3,155
-91
443
$245K ﹤0.01%
+717
444
$237K ﹤0.01%
+2,309
445
$237K ﹤0.01%
1,267
446
$236K ﹤0.01%
2,789
447
$236K ﹤0.01%
3,607
-478
448
$233K ﹤0.01%
2,850
449
$233K ﹤0.01%
1,500
450
$231K ﹤0.01%
3,021
-4
16 17
18
19 20