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
$4.66B
AUM Growth
+$583M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$6.22M
3
+$5.58M
4
BF.B icon
Brown-Forman Class B
BF.B
+$5.41M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$4.77M

Top Sells

1
+$27.5M
2
+$7.31M
3
+$2.59M
4
JPM icon
JPMorgan Chase
JPM
+$2.55M
5
SYNB icon
Putnam BioRevolution ETF
SYNB
+$2.01M

Sector Composition

1 Technology 22.08%
2 Healthcare 11.73%
3 Financials 10.18%
4 Consumer Discretionary 7.48%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$24.7M 0.53%
124,807
+6,336
52
$24.6M 0.53%
142,292
+2,095
53
$24.5M 0.53%
210,361
+23,191
54
$23.4M 0.5%
51,428
+2,720
55
$21.5M 0.46%
82,992
+8,532
56
$21.1M 0.45%
476,759
-15,093
57
$20.6M 0.44%
59,462
-21,082
58
$20.4M 0.44%
81,749
+56
59
$20.4M 0.44%
75,115
+1,982
60
$20.1M 0.43%
177,554
+36,139
61
$20M 0.43%
213,025
+39,974
62
$19.5M 0.42%
34,829
-632
63
$19.2M 0.41%
315,798
+6,618
64
$19.1M 0.41%
220,399
+25,122
65
$18.8M 0.4%
292,715
+47,697
66
$18.7M 0.4%
754,267
+93,927
67
$18.3M 0.39%
97,935
-4,765
68
$18.3M 0.39%
204,509
+5,873
69
$17.7M 0.38%
84,286
+234
70
$17.6M 0.38%
463,572
-7,213
71
$17.5M 0.38%
301,991
+43,002
72
$17M 0.36%
111,483
+2,238
73
$16.9M 0.36%
41,265
+38
74
$16.9M 0.36%
326,902
+12,629
75
$16.5M 0.36%
43,075
+380
1 2
3
4 5