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
$5.34B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$19.2M
3
+$8.22M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$6.26M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$6.13M

Top Sells

1
+$41.4M
2
+$12.7M
3
+$10.9M
4
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
+$8.63M
5
NSC icon
Norfolk Southern
NSC
+$7.84M

Sector Composition

1 Technology 25.53%
2 Financials 10.09%
3 Healthcare 9.63%
4 Consumer Discretionary 6.63%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$25.1M 0.47%
49,572
+1,776
52
$23.9M 0.45%
312,262
-5,817
53
$23.4M 0.44%
933,448
+115,711
54
$23.1M 0.43%
87,447
-594
55
$22.8M 0.43%
323,957
-4,735
56
$22.6M 0.42%
127,559
+121,356
57
$22.2M 0.42%
153,384
-4,006
58
$22.1M 0.41%
582,958
-35,300
59
$21.7M 0.41%
348,987
+4,581
60
$21.7M 0.41%
114,127
-1,147
61
$20.8M 0.39%
214,919
+7,145
62
$19.3M 0.36%
438,838
-7,824
63
$19.2M 0.36%
+642,212
64
$18.9M 0.35%
501,191
-4,263
65
$18.7M 0.35%
84,541
-381
66
$18.4M 0.34%
88,740
-2,300
67
$18.3M 0.34%
54,841
+6,852
68
$18.1M 0.34%
46,477
+2,550
69
$17.7M 0.33%
209,644
+1,274
70
$17.7M 0.33%
34,031
-488
71
$17M 0.32%
58,753
+77
72
$16.9M 0.32%
187,344
+2,304
73
$16.7M 0.31%
39,345
-187
74
$16.7M 0.31%
232,452
+6,082
75
$16.4M 0.31%
68,195
-532
1 2
3
4 5