GT
Glenview Trust Portfolio holdings
AUM
$6.31B
1-Year Est. Return
21.22%
1 Year Est. Return
+21.22%
AUM
$6.31B
AUM Growth
+$527M
(+9.1%)
Holding
515
Top Buys
| 1 | +$98.2M | |
| 2 | +$20.1M | |
| 3 | +$14.9M | |
| 4 |
Carlisle Companies
CSL
|
+$11M |
| 5 |
Intuit
INTU
|
+$10.9M |
Top Sells
| 1 | +$20.1M | |
| 2 | +$17.2M | |
| 3 | +$13.3M | |
| 4 |
Adobe
ADBE
|
+$10.9M |
| 5 |
Broadcom
AVGO
|
+$6.16M |
Sector Composition
| 1 | Technology | 26.96% |
| 2 | Financials | 10.54% |
| 3 | Healthcare | 8.11% |
| 4 | Industrials | 6.15% |
| 5 | Communication Services | 5.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Lowe's Companies
LOW
$136B
| $47.9M | 0.76% |
190,572
+14,764
|
|
||
27
Boeing
BA
$156B
| $47.6M | 0.75% |
220,334
+8,060
|
|
||
28
Procter & Gamble
PG
$341B
| $46.5M | 0.74% |
302,892
+724
|
|
||
29
IBM
IBM
$282B
| $44.4M | 0.7% |
157,431
-329
|
|
||
30
Vanguard Real Estate ETF
VNQ
$34B
| $44.3M | 0.7% |
484,375
+40,600
|
|
||
31
Avantis US Large Cap Value ETF
AVLV
$8.78B
| $43.5M | 0.69% |
602,078
+43,849
|
|
||
32
Chevron
CVX
$300B
| $38M | 0.6% |
244,538
+576
|
|
||
33
Analog Devices
ADI
$134B
| $37.3M | 0.59% |
151,857
-4,709
|
|
||
34
Caterpillar
CAT
$273B
| $32.7M | 0.52% |
68,500
-625
|
|
||
35
Honeywell
HON
$123B
| $32.4M | 0.51% |
153,995
+1,007
|
|
||
36
Avantis US Small Cap Value ETF
AVUV
$19.4B
| $32.2M | 0.51% |
324,002
+4,604
|
|
||
37
Union Pacific
UNP
$138B
| $31.9M | 0.51% |
134,846
-1,492
|
|
||
38
Exxon Mobil
XOM
$487B
| $31.8M | 0.51% |
282,446
-13,206
|
|
||
39
Congress SMid Growth ETF
CSMD
$393M
| $31.2M | 0.5% |
938,148
+36,901
|
|
||
40
Merck
MRK
$251B
| $30.8M | 0.49% |
367,399
-2,490
|
|
||
41
Allstate
ALL
$54.7B
| $30.3M | 0.48% |
141,379
-2,873
|
|
||
42
Coca-Cola
KO
$304B
| $30.2M | 0.48% |
454,936
-2,243
|
|
||
43
Cisco
CSCO
$304B
| $30.1M | 0.48% |
439,697
-5,574
|
|
||
44
McDonald's
MCD
$214B
| $29.5M | 0.47% |
96,971
-8,510
|
|
||
45
Vanguard Mid-Cap Growth ETF
VOT
$17.8B
| $29.4M | 0.47% |
100,029
+22,585
|
|
||
46
Alphabet (Google) Class C
GOOG
$3.81T
| $29.1M | 0.46% |
119,397
-337
|
|
||
47
ServiceNow
NOW
$171B
| $28.9M | 0.46% |
31,451
+1,318
|
|
||
48
Lockheed Martin
LMT
$102B
| $28.6M | 0.45% |
57,329
-241
|
|
||
49
Visa
V
$636B
| $28.4M | 0.45% |
83,121
-246
|
|
||
50
Salesforce
CRM
$223B
| $28.2M | 0.45% |
119,026
-7,815
|
|