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
$1.27B
AUM Growth
+$58.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$6.55M
3
+$4.97M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.43M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.21M

Top Sells

1
+$10.4M
2
+$8.95M
3
+$4.06M
4
KSS icon
Kohl's
KSS
+$3.95M
5
DIS icon
Walt Disney
DIS
+$2.12M

Sector Composition

1 Technology 14.99%
2 Consumer Staples 13.15%
3 Financials 12.77%
4 Healthcare 12.59%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6M 0.47%
157,295
+130,450
77
$5.96M 0.47%
158,409
-4,277
78
$5.91M 0.47%
108,647
-909
79
$5.48M 0.43%
49,950
-6,593
80
$5.45M 0.43%
185,619
+15,681
81
$5.42M 0.43%
55,840
+13,076
82
$5.08M 0.4%
114,497
+3,494
83
$4.94M 0.39%
37,609
-40
84
$4.9M 0.39%
60,815
-2,006
85
$4.82M 0.38%
153,669
-7,254
86
$4.6M 0.36%
42,907
-1,599
87
$4.57M 0.36%
41,933
-82,237
88
$4.53M 0.36%
113,921
+2,071
89
$4.29M 0.34%
49,331
+1,973
90
$4.24M 0.33%
160,080
-5,808
91
$4.18M 0.33%
31,735
-583
92
$3.92M 0.31%
81,890
+6,475
93
$3.87M 0.31%
89,842
-822
94
$3.63M 0.29%
81,828
-831
95
$3.58M 0.28%
25,707
-457
96
$3.53M 0.28%
58,290
+296
97
$3.34M 0.26%
22,768
+491
98
$3.33M 0.26%
24,963
-39
99
$3.27M 0.26%
40,766
-2,012
100
$3.19M 0.25%
24,594
-1,785
2 3
4
5 6