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
$5.78B
AUM Growth
+$633M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$10.9M
3
+$9.56M
4
SO icon
Southern Company
SO
+$9.28M
5
NOW icon
ServiceNow
NOW
+$8.84M

Top Sells

1
+$12.8M
2
+$11.4M
3
+$6.92M
4
MCD icon
McDonald's
MCD
+$6.22M
5
SBUX icon
Starbucks
SBUX
+$5.83M

Sector Composition

1 Technology 26.31%
2 Financials 10.95%
3 Healthcare 8.67%
4 Industrials 6.28%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VO icon
51
Vanguard Mid-Cap ETF
VO
$87.5B
$24.9M 0.43%
88,887
+658
TGT icon
52
Target
TGT
$41.5B
$23.9M 0.41%
242,316
-39,539
AVUS icon
53
Avantis US Equity ETF
AVUS
$9.79B
$23.4M 0.4%
231,732
-83
JNJ icon
54
Johnson & Johnson
JNJ
$450B
$23M 0.4%
150,795
+131
SYY icon
55
Sysco
SYY
$36B
$23M 0.4%
303,329
-5,200
IBDQ icon
56
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.8B
$22.7M 0.39%
899,685
-33,974
C icon
57
Citigroup
C
$180B
$22.1M 0.38%
259,843
+12,906
VOT icon
58
Vanguard Mid-Cap Growth ETF
VOT
$17.5B
$22M 0.38%
77,444
+8,341
IJH icon
59
iShares Core S&P Mid-Cap ETF
IJH
$99.8B
$21.9M 0.38%
353,131
+121
CHDN icon
60
Churchill Downs
CHDN
$6.79B
$21.6M 0.37%
214,275
+45
VB icon
61
Vanguard Small-Cap ETF
VB
$67B
$21.5M 0.37%
90,668
+21,208
GOOG icon
62
Alphabet (Google) Class C
GOOG
$3.38T
$21.2M 0.37%
119,734
+5,410
IDXX icon
63
Idexx Laboratories
IDXX
$56.6B
$20.6M 0.36%
38,417
+3,844
GILD icon
64
Gilead Sciences
GILD
$148B
$20.4M 0.35%
183,858
+7,359
BAC icon
65
Bank of America
BAC
$388B
$20.1M 0.35%
424,014
-6,019
NEE icon
66
NextEra Energy
NEE
$175B
$19.8M 0.34%
285,444
+25,921
DE icon
67
Deere & Co
DE
$126B
$19.8M 0.34%
38,846
-5
MTUM icon
68
iShares MSCI USA Momentum Factor ETF
MTUM
$18.8B
$19.7M 0.34%
82,068
-2,169
HD icon
69
Home Depot
HD
$369B
$19.4M 0.34%
52,816
+4,479
ROP icon
70
Roper Technologies
ROP
$48.1B
$18.8M 0.33%
33,216
-455
TMUS icon
71
T-Mobile US
TMUS
$232B
$18.6M 0.32%
78,219
+8,538
BF.B icon
72
Brown-Forman Class B
BF.B
$12.6B
$18M 0.31%
585,323
PEG icon
73
Public Service Enterprise Group
PEG
$41.6B
$18M 0.31%
213,932
+39
VTI icon
74
Vanguard Total Stock Market ETF
VTI
$547B
$17.9M 0.31%
58,936
+587
RTX icon
75
RTX Corp
RTX
$237B
$17.8M 0.31%
122,020
+111
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3
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