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
$5.15B
AUM Growth
-$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.1M
3
+$14.1M
4
BLK icon
Blackrock
BLK
+$13.1M
5
BA icon
Boeing
BA
+$9.95M

Top Sells

1
+$14.2M
2
+$13.1M
3
+$12.9M
4
EMR icon
Emerson Electric
EMR
+$12M
5
V icon
Visa
V
+$10.4M

Sector Composition

1 Technology 22.8%
2 Financials 11.05%
3 Healthcare 10.61%
4 Consumer Discretionary 6.48%
5 Consumer Staples 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHDN icon
51
Churchill Downs
CHDN
$6.35B
$23.8M 0.46%
214,230
-6,040
IBDQ icon
52
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.81B
$23.5M 0.46%
933,659
+211
SYY icon
53
Sysco
SYY
$38.2B
$23.2M 0.45%
308,529
-3,733
VO icon
54
Vanguard Mid-Cap ETF
VO
$87.5B
$22.8M 0.44%
88,229
+782
CAT icon
55
Caterpillar
CAT
$247B
$22.6M 0.44%
68,462
-1,938
AVUS icon
56
Avantis US Equity ETF
AVUS
$9.67B
$21.4M 0.42%
231,815
+16,896
CSMD icon
57
Congress SMid Growth ETF
CSMD
$364M
$21M 0.41%
759,773
+117,561
IJH icon
58
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
$20.6M 0.4%
353,010
+4,023
BF.B icon
59
Brown-Forman Class B
BF.B
$13.6B
$19.9M 0.39%
585,323
+2,365
ROP icon
60
Roper Technologies
ROP
$54.3B
$19.9M 0.39%
33,671
-360
GILD icon
61
Gilead Sciences
GILD
$152B
$19.8M 0.38%
176,499
+12,894
BDX icon
62
Becton Dickinson
BDX
$54.2B
$19.3M 0.38%
84,277
+13,404
TMUS icon
63
T-Mobile US
TMUS
$258B
$18.6M 0.36%
69,681
+5,639
NEE icon
64
NextEra Energy
NEE
$174B
$18.4M 0.36%
259,523
+27,071
DE icon
65
Deere & Co
DE
$124B
$18.2M 0.35%
38,851
-494
BAC icon
66
Bank of America
BAC
$376B
$17.9M 0.35%
430,033
-8,805
GOOG icon
67
Alphabet (Google) Class C
GOOG
$3.07T
$17.9M 0.35%
114,324
+197
HD icon
68
Home Depot
HD
$390B
$17.7M 0.34%
48,337
+1,860
PEG icon
69
Public Service Enterprise Group
PEG
$42.3B
$17.6M 0.34%
213,893
+4,249
C icon
70
Citigroup
C
$174B
$17.5M 0.34%
246,937
+21,262
SBUX icon
71
Starbucks
SBUX
$97B
$17.5M 0.34%
178,009
-144,539
NOW icon
72
ServiceNow
NOW
$188B
$17.1M 0.33%
21,535
+21,144
MTUM icon
73
iShares MSCI USA Momentum Factor ETF
MTUM
$19.2B
$17M 0.33%
84,237
-4,503
VOT icon
74
Vanguard Mid-Cap Growth ETF
VOT
$17.7B
$16.9M 0.33%
69,103
+5,740
BF.A icon
75
Brown-Forman Class A
BF.A
$13.5B
$16.9M 0.33%
501,594
+403
1 2
3
4 5