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
$1.27B
AUM Growth
+$58.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$6.55M
3
+$4.97M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.43M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.21M

Top Sells

1
+$10.4M
2
+$8.95M
3
+$4.06M
4
KSS icon
Kohl's
KSS
+$3.95M
5
DIS icon
Walt Disney
DIS
+$2.12M

Sector Composition

1 Technology 14.99%
2 Consumer Staples 13.15%
3 Financials 12.77%
4 Healthcare 12.59%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.6M 1.07%
95,036
-3,518
27
$13.1M 1.04%
151,171
+775
28
$12.8M 1.01%
153,548
-238
29
$12.7M 1.01%
712,548
-24,309
30
$12.4M 0.98%
157,731
-3,307
31
$11.9M 0.94%
104,805
-18,673
32
$11.4M 0.9%
108,075
-2,487
33
$11.4M 0.9%
85,547
+592
34
$11.1M 0.88%
85,849
+727
35
$10.9M 0.86%
164,513
+1,060
36
$10.8M 0.85%
427,569
+78,584
37
$10.6M 0.84%
192,700
+5,111
38
$10.5M 0.83%
187,900
-13,340
39
$10.1M 0.8%
203,335
-1,210
40
$9.93M 0.78%
420,803
-10,970
41
$9.87M 0.78%
410,598
+15,939
42
$9.68M 0.76%
137,032
-8,705
43
$9.53M 0.75%
133,419
-986
44
$9.45M 0.75%
235,648
+864
45
$9.11M 0.72%
158,068
+10,586
46
$9.09M 0.72%
56,839
+4,770
47
$8.84M 0.7%
32,318
+2,110
48
$8.77M 0.69%
70,484
+3,628
49
$8.74M 0.69%
298,570
+223,841
50
$8.71M 0.69%
205,380
+18,340
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