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
101
$3.1M 0.25%
99,700
+4,075
102
$3.03M 0.24%
21,307
+742
103
$2.83M 0.22%
26,151
+1,119
104
$2.79M 0.22%
51,617
+4,310
105
$2.76M 0.22%
30,384
-674
106
$2.68M 0.21%
42,121
+4,084
107
$2.56M 0.2%
15,379
-217
108
$2.55M 0.2%
33,652
-16,256
109
$2.54M 0.2%
24,139
-330
110
$2.37M 0.19%
35,700
+4,034
111
$2.3M 0.18%
14,904
+3,596
112
$2.25M 0.18%
124,845
+83,040
113
$2.23M 0.18%
56,494
+18,158
114
$2.2M 0.17%
10,174
+1,473
115
$2.09M 0.17%
43,724
+584
116
$1.99M 0.16%
38,626
-1,817
117
$1.95M 0.15%
47,988
-565
118
$1.77M 0.14%
39,651
119
$1.75M 0.14%
7
-1
120
$1.73M 0.14%
19,466
+1,479
121
$1.7M 0.13%
32,320
-125
122
$1.67M 0.13%
26,369
-5,044
123
$1.66M 0.13%
21,194
-6
124
$1.65M 0.13%
36,891
-678
125
$1.64M 0.13%
21,179
-284
3 4
5
6 7