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
451
$216K ﹤0.01%
+1,556
452
$215K ﹤0.01%
+1,303
453
$215K ﹤0.01%
+696
454
$214K ﹤0.01%
+748
455
$213K ﹤0.01%
4,523
-331
456
$209K ﹤0.01%
+5,562
457
$205K ﹤0.01%
+821
458
$205K ﹤0.01%
2,260
459
$205K ﹤0.01%
+8,112
460
$204K ﹤0.01%
1,682
-105
461
$204K ﹤0.01%
+2,315
462
$204K ﹤0.01%
2,155
-586
463
$201K ﹤0.01%
8,400
464
$200K ﹤0.01%
3,976
-1,018
465
$185K ﹤0.01%
11,048
+855
466
$174K ﹤0.01%
10,565
467
$157K ﹤0.01%
14,350
468
$95.8K ﹤0.01%
15,828
469
$90.6K ﹤0.01%
10,376
-4,807
470
$79.9K ﹤0.01%
35,205
-15,443
471
$78K ﹤0.01%
+20,000
472
– –
-2,916
473
– –
-5,486
474
– –
-11,324
475
– –
-69,185
16 17 18
19
20