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
$3.08B
AUM Growth
+$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1 +$64.9M
2 +$18.9M
3 +$16.3M
4
JPM icon
JPMorgan Chase
JPM
+$9.66M
5
ROST icon
Ross Stores
ROST
+$6.53M

Top Sells

1 +$26.6M
2 +$8.34M
3 +$8.04M
4
PG icon
Procter & Gamble
PG
+$6.03M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$4.63M

Sector Composition

1 Technology 19.42%
2 Financials 10.87%
3 Healthcare 10.51%
4 Consumer Staples 9.94%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$5.37M 0.17%
139,500
102
$5.29M 0.17%
60,560
+787
103
$5.29M 0.17%
10
104
$5.14M 0.17%
17,111
-242
105
$5.13M 0.17%
24,615
-107
106
$4.89M 0.16%
21,493
+3,983
107
$4.81M 0.16%
19,221
+18,078
108
$4.52M 0.15%
99,000
-525
109
$4.13M 0.13%
98,508
-34,604
110
$4.11M 0.13%
89,107
-1,178
111
$4.08M 0.13%
23,125
-230
112
$3.96M 0.13%
+36,186
113
$3.96M 0.13%
38,373
-5,603
114
$3.88M 0.13%
17,059
115
$3.85M 0.13%
102,789
-3,500
116
$3.7M 0.12%
34,197
-4,353
117
$3.67M 0.12%
43,863
118
$3.61M 0.12%
27,422
+249
119
$3.6M 0.12%
35,711
+5,370
120
$3.6M 0.12%
68,989
-3,609
121
$3.59M 0.12%
29,130
+60
122
$3.57M 0.12%
56,915
-6,874
123
$3.47M 0.11%
27,052
+105
124
$3.38M 0.11%
10,900
-1
125
$3.37M 0.11%
106,550
-2,300