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
IWM icon
76
iShares Russell 2000 ETF
IWM
$69.3B
$17.8M 0.31%
82,487
-1,703
ACN icon
77
Accenture
ACN
$152B
$17M 0.29%
56,847
+7,784
ADBE icon
78
Adobe
ADBE
$137B
$16.5M 0.28%
42,563
+3,638
IR icon
79
Ingersoll Rand
IR
$30.6B
$15.8M 0.27%
190,355
-1,848
VOO icon
80
Vanguard S&P 500 ETF
VOO
$764B
$15.6M 0.27%
27,548
-959
IBDS icon
81
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.37B
$15.6M 0.27%
643,728
+44,787
PYPL icon
82
PayPal
PYPL
$62B
$15.5M 0.27%
208,310
+5,901
NXPI icon
83
NXP Semiconductors
NXPI
$51.5B
$15.4M 0.27%
70,309
+68,154
IBDR icon
84
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.36B
$15.1M 0.26%
622,087
-10,579
BDX icon
85
Becton Dickinson
BDX
$51B
$14.9M 0.26%
86,517
+2,240
TJX icon
86
TJX Companies
TJX
$161B
$14.8M 0.26%
119,918
-4,915
SPGI icon
87
S&P Global
SPGI
$150B
$14.5M 0.25%
27,454
+342
BLK icon
88
Blackrock
BLK
$168B
$14.4M 0.25%
13,713
-122
IEMG icon
89
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$14.4M 0.25%
239,326
-59,695
EOG icon
90
EOG Resources
EOG
$57.6B
$14.3M 0.25%
119,875
+4,006
BF.A icon
91
Brown-Forman Class A
BF.A
$12.6B
$13.9M 0.24%
501,594
CB icon
92
Chubb
CB
$113B
$13.8M 0.24%
47,575
-2,909
PM icon
93
Philip Morris
PM
$239B
$13.7M 0.24%
75,004
+650
IWB icon
94
iShares Russell 1000 ETF
IWB
$45.1B
$13.3M 0.23%
39,242
+131
ITOT icon
95
iShares Core S&P Total US Stock Market ETF
ITOT
$78.3B
$13.1M 0.23%
97,166
+2,598
NKE icon
96
Nike
NKE
$90.3B
$13.1M 0.23%
184,358
-2,841
ABT icon
97
Abbott
ABT
$220B
$12.4M 0.21%
91,228
+807
ORLY icon
98
O'Reilly Automotive
ORLY
$82.1B
$12.4M 0.21%
137,580
+13,455
IBDT icon
99
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.13B
$12.2M 0.21%
479,654
+70,418
PEP icon
100
PepsiCo
PEP
$195B
$11.9M 0.21%
90,060
+3,138