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
51
$8.53M 0.67%
68,014
+667
52
$8.5M 0.67%
61,819
-7,805
53
$8.47M 0.67%
103,994
+2,968
54
$8.37M 0.66%
123,204
+1,375
55
$7.86M 0.62%
51,188
+2,002
56
$7.82M 0.62%
418,809
+73,195
57
$7.44M 0.59%
88,408
-4,834
58
$7.38M 0.58%
61,178
+4,515
59
$7.33M 0.58%
49,474
+16,212
60
$7.31M 0.58%
155,242
-15,731
61
$7.25M 0.57%
+195,264
62
$7.22M 0.57%
64,559
-9,278
63
$7.22M 0.57%
91,938
+27,134
64
$7.15M 0.57%
212,975
+35,443
65
$6.91M 0.55%
569,168
+9,503
66
$6.87M 0.54%
211,534
+9,028
67
$6.41M 0.51%
103,829
+12,835
68
$6.41M 0.51%
76,552
+4,985
69
$6.39M 0.51%
77,143
+20,689
70
$6.3M 0.5%
30,585
-2,194
71
$6.29M 0.5%
16,403
-322
72
$6.25M 0.49%
26,141
+8,550
73
$6.13M 0.48%
50,943
-2,829
74
$6.12M 0.48%
137,419
75
$6M 0.47%
37,024
+3,246
1 2
3
4 5