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
$4.66B
AUM Growth
+$583M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1 +$7.96M
2 +$6.22M
3 +$5.58M
4
BF.B icon
Brown-Forman Class B
BF.B
+$5.41M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$4.77M

Top Sells

1 +$27.5M
2 +$7.31M
3 +$2.59M
4
JPM icon
JPMorgan Chase
JPM
+$2.55M
5
SYNB icon
Putnam BioRevolution ETF
SYNB
+$2.01M

Sector Composition

1 Technology 22.08%
2 Healthcare 11.73%
3 Financials 10.18%
4 Consumer Discretionary 7.48%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$5.58M 0.12%
+102,295
127
$5.5M 0.12%
26,648
-302
128
$5.47M 0.12%
131,034
-648
129
$5.43M 0.12%
100,139
+583
130
$5.41M 0.12%
93,100
131
$5.31M 0.11%
44,044
-2,032
132
$5.04M 0.11%
40,897
+1,547
133
$5.02M 0.11%
31,380
-153
134
$5M 0.11%
38,370
+8,790
135
$4.97M 0.11%
2,081,556
+40,000
136
$4.91M 0.11%
63,505
+5,759
137
$4.83M 0.1%
55,428
+2,658
138
$4.78M 0.1%
28,228
-91
139
$4.63M 0.1%
49,174
-8,127
140
$4.44M 0.1%
120,271
+17,902
141
$4.39M 0.09%
28,136
+11,538
142
$4.28M 0.09%
61,113
-1,758
143
$4.23M 0.09%
47,007
-2,195
144
$4.09M 0.09%
17,957
+448
145
$4.03M 0.09%
25,863
-228
146
$3.98M 0.09%
14,835
+268
147
$3.9M 0.08%
21,584
+130
148
$3.89M 0.08%
13,418
-774
149
$3.79M 0.08%
15,180
-622
150
$3.79M 0.08%
89,618
-30,758