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
476
-1,275
477
-1,777
478
-3,152
479
-5,451
480
-5,609
481
-7,551
482
-4,369
483
-15,652
484
-23,097
485
-35,000
486
-17,082
487
-2,020
488
-14,376