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
101
$10.6M 0.2%
93,316
+3,821
102
$10M 0.19%
14,214
+1,883
103
$9.42M 0.18%
37,110
-3,415
104
$9.34M 0.18%
375,097
+169,817
105
$9.27M 0.17%
117,240
+6,195
106
$8.92M 0.17%
74,090
-710
107
$8.7M 0.16%
9,496
+744
108
$8.65M 0.16%
120,276
+1,067
109
$8.44M 0.16%
15,860
-309
110
$8.33M 0.16%
46,177
-50
111
$7.63M 0.14%
103,034
+358
112
$7.57M 0.14%
201,628
-66,063
113
$7.5M 0.14%
99,050
+74,310
114
$7.27M 0.14%
57,643
-554
115
$7.03M 0.13%
26,066
-916
116
$6.95M 0.13%
16,812
+10,162
117
$6.85M 0.13%
33,349
+2,307
118
$6.81M 0.13%
10
119
$6.79M 0.13%
82,860
-7,365
120
$6.38M 0.12%
52,040
+2,383
121
$6.32M 0.12%
83,290
-4,543
122
$6.21M 0.12%
47,310
+796
123
$6.2M 0.12%
119,208
+474
124
$6.11M 0.11%
104,940
+74,236
125
$6.04M 0.11%
106,780
+4,249
3 4
5
6 7