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
$3.08B
AUM Growth
+$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$64.9M
2
+$18.9M
3
+$16.3M
4
JPM icon
JPMorgan Chase
JPM
+$9.66M
5
ROST icon
Ross Stores
ROST
+$6.53M

Top Sells

1
+$26.6M
2
+$8.34M
3
+$8.04M
4
PG icon
Procter & Gamble
PG
+$6.03M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$4.63M

Sector Composition

1 Technology 19.42%
2 Financials 10.87%
3 Healthcare 10.51%
4 Consumer Staples 9.94%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$18.4M 0.6%
40,446
+4,637
52
$18.1M 0.59%
78,028
+15,848
53
$16.6M 0.54%
199,529
-6,602
54
$16.6M 0.54%
38,190
-4,900
55
$16.5M 0.54%
181,639
+46,283
56
$16.5M 0.54%
44,051
+43,607
57
$16.5M 0.54%
37,362
+2,191
58
$16.5M 0.53%
631,381
+31,777
59
$16.2M 0.52%
96,034
+2,620
60
$16.1M 0.52%
78,260
-612
61
$15.8M 0.51%
70,920
-14,031
62
$15.4M 0.5%
93,125
+9,742
63
$15.2M 0.49%
131,188
+38,443
64
$14.5M 0.47%
41,139
+675
65
$14.3M 0.46%
128,784
-72,471
66
$14.3M 0.46%
157,714
+72,227
67
$13.9M 0.45%
60,350
+1,070
68
$13.8M 0.45%
82,556
-1,267
69
$13.1M 0.43%
55,207
+1,250
70
$13M 0.42%
277,955
+62,624
71
$12.6M 0.41%
152,188
-1,901
72
$12.5M 0.41%
224,911
+38,930
73
$12.5M 0.41%
178,181
+5,359
74
$12.1M 0.39%
199,664
+86,908
75
$11.7M 0.38%
294,515
+92,727
1 2
3
4 5