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
$5.78B
AUM Growth
+$633M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1 +$14.9M
2 +$10.9M
3 +$9.56M
4
SO icon
Southern Company
SO
+$9.28M
5
NOW icon
ServiceNow
NOW
+$8.84M

Top Sells

1 +$12.8M
2 +$11.4M
3 +$6.92M
4
MCD icon
McDonald's
MCD
+$6.22M
5
SBUX icon
Starbucks
SBUX
+$5.83M

Sector Composition

1 Technology 26.31%
2 Financials 10.95%
3 Healthcare 8.67%
4 Industrials 6.28%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VXF icon
426
Vanguard Extended Market ETF
VXF
$24.2B
$305K 0.01%
1,583
BXSL icon
427
Blackstone Secured Lending
BXSL
$6.1B
$304K 0.01%
+9,900
SAP icon
428
SAP
SAP
$293B
$304K 0.01%
1,001
+157
IEF icon
429
iShares 7-10 Year Treasury Bond ETF
IEF
$38.6B
$304K 0.01%
3,177
+47
ONB icon
430
Old National Bancorp
ONB
$8.2B
$304K 0.01%
+14,228
HEI.A icon
431
HEICO Corp Class A
HEI.A
$35B
$300K 0.01%
1,161
MLI icon
432
Mueller Industries
MLI
$11.9B
$298K 0.01%
+3,750
SPOT icon
433
Spotify
SPOT
$127B
$298K 0.01%
+388
GIS icon
434
General Mills
GIS
$25B
$295K 0.01%
5,703
-354
AME icon
435
Ametek
AME
$45.2B
$294K 0.01%
1,624
+4
NTRS icon
436
Northern Trust
NTRS
$24.6B
$291K 0.01%
2,298
-11
VGT icon
437
Vanguard Information Technology ETF
VGT
$110B
$291K 0.01%
+438
GSK icon
438
GSK
GSK
$93.7B
$286K ﹤0.01%
7,446
+233
FIX icon
439
Comfort Systems
FIX
$33.7B
$286K ﹤0.01%
+533
DRI icon
440
Darden Restaurants
DRI
$20.7B
$285K ﹤0.01%
1,308
+61
DEO icon
441
Diageo
DEO
$50.5B
$283K ﹤0.01%
2,809
-15
SLYG icon
442
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.54B
$282K ﹤0.01%
3,175
-44
SCHG icon
443
Schwab US Large-Cap Growth ETF
SCHG
$52.5B
$278K ﹤0.01%
9,518
-144
PKG icon
444
Packaging Corp of America
PKG
$18B
$272K ﹤0.01%
1,445
+4
CW icon
445
Curtiss-Wright
CW
$21.3B
$270K ﹤0.01%
+553
EFX icon
446
Equifax
EFX
$25.4B
$269K ﹤0.01%
1,038
+2
GABC icon
447
German American Bancorp
GABC
$1.49B
$267K ﹤0.01%
6,933
DBEF icon
448
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.33B
$263K ﹤0.01%
+6,004
WTRG icon
449
Essential Utilities
WTRG
$11.2B
$259K ﹤0.01%
6,978
+1,586
EVRG icon
450
Evergy
EVRG
$17.4B
$259K ﹤0.01%
3,758
-46