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
$2.59B
AUM Growth
-$570K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1 +$3.69M
2 +$2.67M
3 +$2.52M
4
SPGI icon
S&P Global
SPGI
+$2.45M
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$1.81M

Top Sells

1 +$2.17M
2 +$2.15M
3 +$2.11M
4
PHM icon
Pultegroup
PHM
+$1.72M
5
EW icon
Edwards Lifesciences
EW
+$1.52M

Sector Composition

1 Technology 19.68%
2 Financials 12.73%
3 Healthcare 11.41%
4 Consumer Staples 9.55%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$17.2M 0.66%
78,591
-664
52
$17.1M 0.66%
134,057
+1,407
53
$16.9M 0.65%
43,374
+6,858
54
$16.4M 0.63%
68,468
+2,157
55
$15.9M 0.62%
328,420
+6,840
56
$15.8M 0.61%
90,036
+2,025
57
$14.5M 0.56%
43,192
-838
58
$14.1M 0.54%
64,312
+1,459
59
$13.9M 0.54%
38,489
+1,696
60
$13.4M 0.52%
264,464
+31,999
61
$13.3M 0.51%
189,700
+3,714
62
$13.1M 0.51%
78,372
+3,484
63
$13.1M 0.5%
55,129
-8
64
$12.6M 0.49%
59,930
+782
65
$12.1M 0.47%
80,737
+461
66
$12M 0.46%
34,860
+805
67
$11.7M 0.45%
274,340
+21,654
68
$11.4M 0.44%
34,821
+1,972
69
$11.2M 0.43%
181,986
-5,841
70
$10.2M 0.4%
168,134
+2,460
71
$10.1M 0.39%
91,357
-5,095
72
$10M 0.39%
45,850
+2
73
$10M 0.39%
92,004
+4,505
74
$9.97M 0.39%
17,450
-216
75
$9.79M 0.38%
11,667
+82