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
76
$15.5M 0.33%
88,741
-1,335
77
$15.3M 0.33%
191,387
+35,901
78
$15M 0.32%
57,684
+891
79
$14.9M 0.32%
65,396
+388
80
$14.8M 0.32%
156,305
+6,890
81
$13.7M 0.29%
204,582
-2,668
82
$13.6M 0.29%
186,068
+10,921
83
$13.6M 0.29%
214,661
+7,506
84
$13.5M 0.29%
486,838
+46,912
85
$13M 0.28%
308,981
+13,664
86
$12.5M 0.27%
26,004
+2,110
87
$12.3M 0.27%
42,866
-794
88
$12.3M 0.26%
192,401
+45,463
89
$12.3M 0.26%
96,110
+22,887
90
$12.2M 0.26%
51,543
+240
91
$12.1M 0.26%
24,423
-657
92
$11.9M 0.26%
274,775
-14,496
93
$11.5M 0.25%
117,841
+3,777
94
$11.5M 0.25%
99,675
+3,784
95
$11.4M 0.24%
211,606
+1,637
96
$11M 0.24%
164,913
+3,763
97
$11M 0.24%
13,165
-82
98
$10.8M 0.23%
25,333
+431
99
$10.6M 0.23%
443,227
+107,604
100
$10.2M 0.22%
63,066
+255
2 3
4
5 6