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
126
$1.63M 0.13%
50,634
-44,557
127
$1.56M 0.12%
10,656
-280
128
$1.55M 0.12%
16,774
-8,942
129
$1.55M 0.12%
37,440
+6,480
130
$1.53M 0.12%
30,007
+2,563
131
$1.4M 0.11%
31,680
+3,200
132
$1.4M 0.11%
28,060
133
$1.39M 0.11%
10,468
-2,000
134
$1.38M 0.11%
16,578
135
$1.33M 0.11%
22,951
+1,627
136
$1.31M 0.1%
30,156
+420
137
$1.3M 0.1%
40,588
+632
138
$1.3M 0.1%
8,338
+3,356
139
$1.29M 0.1%
7,855
-148
140
$1.29M 0.1%
16,590
-13
141
$1.28M 0.1%
14,001
+75
142
$1.26M 0.1%
10,508
+368
143
$1.23M 0.1%
31,713
+215
144
$1.21M 0.1%
78,033
-2,565
145
$1.18M 0.09%
22,457
146
$1.17M 0.09%
17,967
-8
147
$1.17M 0.09%
19,515
+65
148
$1.17M 0.09%
6,589
-1,135
149
$1.15M 0.09%
4,298
+16
150
$1.14M 0.09%
15,606
-1,530
4 5
6
7 8