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
26
$38.9M 0.84%
406,989
+20,266
27
$38.3M 0.82%
91,638
+2,813
28
$38M 0.82%
536,687
+21,663
29
$37.6M 0.81%
238,553
+9,146
30
$35.3M 0.76%
280,987
+7,347
31
$34.5M 0.74%
122,518
+2,262
32
$33.8M 0.73%
333,702
+19,332
33
$33.2M 0.71%
63,444
+2,746
34
$31.8M 0.68%
129,268
+1,673
35
$31.7M 0.68%
614,574
+104,872
36
$31.7M 0.68%
54,581
+7,771
37
$31.2M 0.67%
341,828
+28,409
38
$30M 0.64%
156,891
-310
39
$29.9M 0.64%
107,280
+5,549
40
$28.5M 0.61%
67,730
+4,305
41
$27.8M 0.6%
556,632
-51,947
42
$27.7M 0.6%
453,001
-6,991
43
$27.5M 0.59%
222,548
+258
44
$27.3M 0.59%
515,174
-3,055
45
$26.1M 0.56%
102,451
+1,907
46
$25.5M 0.55%
69,642
-1,660
47
$25.5M 0.55%
100,074
-422
48
$25M 0.54%
308,493
+31,270
49
$25M 0.54%
157,812
-1,850
50
$24.8M 0.53%
668,877
+31,407
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