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
$3.62B
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1 +$11.7M
2 +$10.8M
3 +$8.61M
4
TMO icon
Thermo Fisher Scientific
TMO
+$6.26M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$4.43M

Top Sells

1 +$9.85M
2 +$7.35M
3 +$5.47M
4
ADBE icon
Adobe
ADBE
+$4.75M
5
BF.B icon
Brown-Forman Class B
BF.B
+$3M

Sector Composition

1 Technology 20.77%
2 Healthcare 12.32%
3 Financials 9.64%
4 Consumer Staples 7.91%
5 Consumer Discretionary 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$4.16M 0.11%
38,604
+2,922
127
$4.12M 0.11%
15,563
-5,401
128
$3.97M 0.11%
7,019
+502
129
$3.9M 0.11%
45,508
+2,610
130
$3.89M 0.11%
29,723
+145
131
$3.88M 0.11%
28,027
+77
132
$3.86M 0.11%
52,083
-5,673
133
$3.78M 0.1%
17,184
-1,401
134
$3.7M 0.1%
15,390
-1,152
135
$3.67M 0.1%
30,345
+1,640
136
$3.61M 0.1%
31,938
-1,463
137
$3.57M 0.1%
97,500
-3,000
138
$3.42M 0.09%
14,839
+917
139
$3.39M 0.09%
43,353
-2,223
140
$3.39M 0.09%
20,656
141
$3.37M 0.09%
57,741
+73
142
$3.23M 0.09%
53,310
-18,240
143
$3.19M 0.09%
58,185
+16,122
144
$3.09M 0.09%
7,065
-1,301
145
$3.09M 0.09%
73,388
146
$3.07M 0.08%
25,637
+430
147
$3.06M 0.08%
16,567
+935
148
$3.05M 0.08%
2,041,556
-50,000
149
$2.84M 0.08%
28,817
+1,080
150
$2.8M 0.08%
43,547
+327