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
$2.72B
AUM Growth
-$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1 +$14.8M
2 +$9.38M
3 +$7.64M
4
V icon
Visa
V
+$5.63M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.46M

Top Sells

1 +$6.75M
2 +$6.4M
3 +$3.87M
4
MDT icon
Medtronic
MDT
+$3.53M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$3.48M

Sector Composition

1 Technology 17.13%
2 Healthcare 11.57%
3 Financials 10.88%
4 Consumer Staples 10.52%
5 Consumer Discretionary 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$16.4M 0.6%
527,268
-15,229
52
$16.3M 0.6%
434,646
+1,650
53
$16.1M 0.59%
40,887
-6,464
54
$16M 0.59%
34,272
-3,918
55
$14.8M 0.54%
+596,272
56
$14.6M 0.54%
39,950
-496
57
$14.6M 0.54%
261,246
+61,582
58
$14.2M 0.52%
61,113
+763
59
$14.1M 0.52%
96,790
+3,665
60
$14M 0.51%
83,899
+1,343
61
$13.8M 0.51%
100,979
+4,945
62
$13.2M 0.49%
78,170
-90
63
$13.2M 0.48%
153,875
+1,687
64
$13.1M 0.48%
43,806
-667
65
$12.5M 0.46%
637,207
+5,826
66
$11.7M 0.43%
298,037
+20,082
67
$11.6M 0.43%
183,755
+5,574
68
$11.4M 0.42%
41,601
+462
69
$11.3M 0.42%
57,495
+2,288
70
$11.3M 0.41%
57,323
+28,592
71
$11.1M 0.41%
158,518
+804
72
$11.1M 0.41%
21,605
+22
73
$10.7M 0.39%
153,326
+22,138
74
$10.3M 0.38%
208,960
-15,951
75
$9.73M 0.36%
35,468
-139