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
76
$16.1M 0.3%
70,873
-4,109
77
$16.1M 0.3%
63,363
+14,549
78
$16M 0.3%
58,054
-11,333
79
$15.9M 0.3%
225,675
+2,261
80
$15.8M 0.3%
29,254
+96
81
$15.8M 0.3%
301,670
-10,501
82
$15.3M 0.29%
34,393
+18,480
83
$15.2M 0.28%
125,830
-765
84
$15.1M 0.28%
163,605
-595
85
$15.1M 0.28%
64,341
-33,412
86
$15M 0.28%
28,776
-4,091
87
$14.9M 0.28%
618,756
+57,417
88
$14.8M 0.28%
173,977
+3,440
89
$14.4M 0.27%
65,006
-3,974
90
$14.1M 0.26%
64,042
+2,103
91
$14M 0.26%
120,821
-6
92
$13.8M 0.26%
27,804
+1,966
93
$13.7M 0.26%
573,363
+87,698
94
$13.5M 0.25%
110,424
+636
95
$13.4M 0.25%
41,544
-246
96
$13.3M 0.25%
87,791
-1,996
97
$12.3M 0.23%
214,536
-2,377
98
$11.6M 0.22%
90,133
+703
99
$11.4M 0.21%
59,100
-1,442
100
$11.2M 0.21%
420,530
-100,525
2 3
4
5 6