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
$1.56B
AUM Growth
+$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1 +$12.4M
2 +$5.88M
3 +$5.79M
4
MDT icon
Medtronic
MDT
+$4.54M
5
PYPL icon
PayPal
PYPL
+$3.62M

Top Sells

1 +$5.35M
2 +$4.43M
3 +$2.74M
4
CB icon
Chubb
CB
+$2.45M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.15M

Sector Composition

1 Technology 16.14%
2 Consumer Staples 11.68%
3 Financials 11.25%
4 Healthcare 10.61%
5 Consumer Discretionary 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$18.2M 1.16%
422,913
-10,875
27
$15.7M 1.01%
195,264
-10,059
28
$15.4M 0.99%
241,557
+4,089
29
$15.3M 0.98%
260,620
+7,640
30
$15.3M 0.98%
190,482
-818
31
$15M 0.96%
460,302
+2,241
32
$14.5M 0.93%
360,010
+38,372
33
$14.5M 0.93%
164,018
+1,092
34
$13.6M 0.87%
549,766
+2,176
35
$12.9M 0.83%
163,085
+13,201
36
$12.4M 0.8%
449,394
+20,821
37
$11.9M 0.76%
62,699
+7,018
38
$11.8M 0.76%
133,271
-2,926
39
$11.4M 0.73%
101,703
+8,822
40
$11.3M 0.72%
73,542
+3,194
41
$11.2M 0.72%
67,316
+10,993
42
$11.2M 0.72%
786,450
-40,600
43
$10.8M 0.69%
127,493
-11,704
44
$10.5M 0.68%
94,822
+4,429
45
$10.3M 0.66%
127,357
-4,382
46
$10.3M 0.66%
109,420
-214
47
$10.3M 0.66%
79,343
-253
48
$10M 0.64%
37,741
-169
49
$9.89M 0.63%
36,128
-3,301
50
$9.7M 0.62%
106,452
+49,890