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
101
$10.1M 0.22%
89,013
+3,924
102
$9.09M 0.2%
61,130
-851
103
$9.06M 0.19%
12,565
-96
104
$9.05M 0.19%
53,037
-453
105
$9M 0.19%
123,883
+85,616
106
$8.78M 0.19%
33,455
+1,317
107
$8.59M 0.18%
331,202
-90
108
$8.53M 0.18%
104,335
-11,918
109
$8.17M 0.18%
16,182
-576
110
$7.86M 0.17%
330,214
+149,566
111
$7.61M 0.16%
101,100
+15,120
112
$7.39M 0.16%
102,158
+11,048
113
$7.3M 0.16%
79,659
+3,795
114
$7.17M 0.15%
16,346
-338
115
$7.16M 0.15%
46,381
116
$7.15M 0.15%
58,430
-6,202
117
$6.97M 0.15%
71,730
+16,210
118
$6.66M 0.14%
148,991
-6,782
119
$6.34M 0.14%
10
+1
120
$6.29M 0.14%
26,231
-398
121
$6.15M 0.13%
139,505
122
$6.04M 0.13%
146,935
+1,507
123
$6.03M 0.13%
16,611
+98
124
$5.86M 0.13%
8,002
+232
125
$5.68M 0.12%
24,586
-1,220
3 4
5
6 7