GT
Glenview Trust Portfolio holdings
AUM
$6.31B
1-Year Est. Return
21.22%
1 Year Est. Return
+21.22%
AUM
$5.78B
AUM Growth
+$633M
(+12%)
Holding
515
Top Buys
| 1 | +$14.9M | |
| 2 | +$10.9M | |
| 3 | +$9.56M | |
| 4 |
Southern Company
SO
|
+$9.28M |
| 5 |
ServiceNow
NOW
|
+$8.84M |
Top Sells
| 1 | +$12.8M | |
| 2 | +$11.4M | |
| 3 | +$6.92M | |
| 4 |
McDonald's
MCD
|
+$6.22M |
| 5 |
Starbucks
SBUX
|
+$5.83M |
Sector Composition
| 1 | Technology | 26.31% |
| 2 | Financials | 10.95% |
| 3 | Healthcare | 8.67% |
| 4 | Industrials | 6.28% |
| 5 | Consumer Discretionary | 6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
IBM
IBM
$286B
| $46.5M | 0.8% |
157,760
-382
|
|
||
27
Boeing
BA
$148B
| $44.5M | 0.77% |
212,274
+26,367
|
|
||
28
Vanguard Real Estate ETF
VNQ
$33.8B
| $39.5M | 0.68% |
443,775
+87,003
|
|
||
29
Lowe's Companies
LOW
$131B
| $39M | 0.67% |
175,808
+10,574
|
|
||
30
Avantis US Large Cap Value ETF
AVLV
$8.36B
| $38.1M | 0.66% |
558,229
+23,529
|
|
||
31
Analog Devices
ADI
$112B
| $37.3M | 0.64% |
156,566
-3,926
|
|
||
32
Honeywell
HON
$123B
| $35.6M | 0.62% |
152,988
+12,695
|
|
||
33
Chevron
CVX
$310B
| $34.9M | 0.6% |
243,962
+3,774
|
|
||
34
Salesforce
CRM
$228B
| $34.6M | 0.6% |
126,841
+35,069
|
|
||
35
Coca-Cola
KO
$303B
| $32.3M | 0.56% |
457,179
+920
|
|
||
36
Exxon Mobil
XOM
$494B
| $31.9M | 0.55% |
295,652
+7,460
|
|
||
37
Union Pacific
UNP
$131B
| $31.4M | 0.54% |
136,338
+3,771
|
|
||
|
38
ServiceNow
NOW
$179B
| $31M | 0.54% |
30,133
+8,598
|
|
||
39
Cisco
CSCO
$280B
| $30.9M | 0.53% |
445,271
-6,877
|
|
||
|
40
McDonald's
MCD
$213B
| $30.8M | 0.53% |
105,481
-21,297
|
|
||
41
Visa
V
$648B
| $29.6M | 0.51% |
83,367
+2,093
|
|
||
42
Merck
MRK
$214B
| $29.3M | 0.51% |
369,889
-1,637
|
|
||
43
Avantis US Small Cap Value ETF
AVUV
$18.1B
| $29.1M | 0.5% |
319,398
+26,444
|
|
||
44
Allstate
ALL
$52.9B
| $29M | 0.5% |
144,252
+1,180
|
|
||
45
Congress SMid Growth ETF
CSMD
$355M
| $28.1M | 0.49% |
901,247
+141,474
|
|
||
46
CSX Corp
CSX
$65.8B
| $27.6M | 0.48% |
846,550
+1,287
|
|
||
47
Wells Fargo
WFC
$270B
| $27.4M | 0.47% |
341,767
+6,553
|
|
||
48
Caterpillar
CAT
$264B
| $26.8M | 0.46% |
69,125
+663
|
|
||
49
Lockheed Martin
LMT
$106B
| $26.7M | 0.46% |
57,570
+3,393
|
|
||
50
Marvell Technology
MRVL
$78.4B
| $25.8M | 0.45% |
333,046
-57,127
|
|