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
$2.15B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1 +$6.46M
2 +$5.06M
3 +$3.41M
4
USB icon
US Bancorp
USB
+$2.4M
5
BURL icon
Burlington
BURL
+$1.66M

Top Sells

1 +$3.55M
2 +$2.31M
3 +$1.78M
4
CVX icon
Chevron
CVX
+$1.47M
5
MSFT icon
Microsoft
MSFT
+$1.44M

Sector Composition

1 Technology 19.11%
2 Financials 11.23%
3 Consumer Staples 11.02%
4 Healthcare 10.33%
5 Consumer Discretionary 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$13.9M 0.65%
52,883
+1,500
52
$13.9M 0.64%
164,116
-17,412
53
$13.4M 0.62%
32,630
+266
54
$13.3M 0.62%
120,821
+1,304
55
$12.9M 0.6%
175,293
-26
56
$12.8M 0.59%
291,680
+3,490
57
$12.5M 0.58%
193,379
+2,208
58
$12.4M 0.58%
52,093
+5,721
59
$12.3M 0.57%
142,373
+74,780
60
$12.2M 0.57%
72,422
-372
61
$11.9M 0.55%
54,493
+59
62
$11.7M 0.54%
187,964
-600
63
$11.4M 0.53%
55,036
-71
64
$10.4M 0.48%
29,331
-1,379
65
$10.1M 0.47%
198,938
+99,680
66
$9.74M 0.45%
36,662
-1,990
67
$9.69M 0.45%
87,639
+10,306
68
$9.66M 0.45%
65,405
+789
69
$9.57M 0.44%
64,544
+872
70
$9.53M 0.44%
20,469
-441
71
$9.08M 0.42%
73,913
+1,199
72
$8.77M 0.41%
169,748
-2,176
73
$8.76M 0.41%
12,144
-152
74
$8.5M 0.4%
145,877
+1,401
75
$8.4M 0.39%
43,169
-865