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
$2.64B
AUM Growth
-$83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12.4M
3
+$9.11M
4
ISRG icon
Intuitive Surgical
ISRG
+$8.15M
5
WFC icon
Wells Fargo
WFC
+$7.59M

Top Sells

1
+$18.4M
2
+$7.49M
3
+$7.46M
4
DAL icon
Delta Air Lines
DAL
+$3.57M
5
ELAN icon
Elanco Animal Health
ELAN
+$2.52M

Sector Composition

1 Technology 16.42%
2 Healthcare 11.29%
3 Financials 11.18%
4 Consumer Staples 10.33%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.25M 0.12%
34,689
-218
127
$3.11M 0.12%
103,350
-2,750
128
$3.1M 0.12%
6,560
+197
129
$3.07M 0.12%
39,154
+596
130
$2.77M 0.1%
34,000
+3,753
131
$2.76M 0.1%
68,403
+117
132
$2.73M 0.1%
8,376
-2,767
133
$2.62M 0.1%
43,054
-663
134
$2.59M 0.1%
69,133
-4,903
135
$2.58M 0.1%
9,583
-1,317
136
$2.54M 0.1%
24,809
-53
137
$2.53M 0.1%
13,987
138
$2.48M 0.09%
14,876
+798
139
$2.42M 0.09%
17,817
-52
140
$2.39M 0.09%
8,860
141
$2.25M 0.09%
27,496
+21
142
$2.19M 0.08%
16,236
+137
143
$2.14M 0.08%
59,659
-200
144
$2.13M 0.08%
20,063
+196
145
$2.12M 0.08%
18,923
146
$2.11M 0.08%
18,683
+2,175
147
$2.09M 0.08%
33,001
-2,351
148
$2.08M 0.08%
9,219
+58
149
$2.06M 0.08%
24,120
+3,950
150
$2.02M 0.08%
+42,191
4 5
6
7 8