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
$1.35B
AUM Growth
-$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$5.33M
3
+$4.67M
4
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$4.43M
5
MCD icon
McDonald's
MCD
+$2.61M

Top Sells

1
+$5.48M
2
+$5.24M
3
+$2.83M
4
META icon
Meta Platforms (Facebook)
META
+$2.66M
5
EOG icon
EOG Resources
EOG
+$2.35M

Sector Composition

1 Technology 15.23%
2 Consumer Staples 11.79%
3 Healthcare 11.64%
4 Financials 11.49%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.15M 0.16%
344,281
-12,924
127
$2.13M 0.16%
102,651
-1,035
128
$2.06M 0.15%
38,537
-14,091
129
$2.05M 0.15%
16,113
130
$2.04M 0.15%
15,943
+368
131
$2.03M 0.15%
137,318
-75,425
132
$2.02M 0.15%
21,456
-173
133
$1.98M 0.15%
45,468
+1,000
134
$1.97M 0.15%
15,044
+9,700
135
$1.97M 0.15%
24,947
-24,661
136
$1.94M 0.14%
7,800
+478
137
$1.92M 0.14%
18,779
+585
138
$1.84M 0.14%
6
139
$1.84M 0.14%
31,509
-164
140
$1.72M 0.13%
+32,362
141
$1.7M 0.13%
37,267
-2,749
142
$1.64M 0.12%
59,003
-20,628
143
$1.63M 0.12%
12,407
-1,630
144
$1.62M 0.12%
44,543
-20,215
145
$1.62M 0.12%
22,621
+90
146
$1.56M 0.12%
47,665
-5,559
147
$1.51M 0.11%
11,466
+444
148
$1.51M 0.11%
9,461
149
$1.49M 0.11%
29,653
+2,315
150
$1.49M 0.11%
52,946
-11,005
4 5
6
7 8