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
$5.34B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$19.2M
3
+$8.22M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$6.26M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$6.13M

Top Sells

1
+$41.4M
2
+$12.7M
3
+$10.9M
4
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
+$8.63M
5
NSC icon
Norfolk Southern
NSC
+$7.84M

Sector Composition

1 Technology 25.53%
2 Financials 10.09%
3 Healthcare 9.63%
4 Consumer Discretionary 6.63%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.01M 0.11%
47,793
-92
127
$5.77M 0.11%
24,612
+74
128
$5.73M 0.11%
51,495
-1,621
129
$5.65M 0.11%
128,315
-966
130
$5.62M 0.11%
134,471
-4,746
131
$5.6M 0.11%
92,950
-151
132
$5.58M 0.1%
116,693
-3,441
133
$5.51M 0.1%
52,105
-763
134
$5.49M 0.1%
70,323
+463
135
$5.14M 0.1%
17,305
-825
136
$5.07M 0.1%
21,816
+7,362
137
$5M 0.09%
30,903
+4,520
138
$4.98M 0.09%
30,635
+3,737
139
$4.76M 0.09%
119,102
-17,810
140
$4.74M 0.09%
30,868
+2,479
141
$4.69M 0.09%
11,204
+1,050
142
$4.68M 0.09%
15,972
-194
143
$4.67M 0.09%
27,065
+1,188
144
$4.64M 0.09%
16,807
+274
145
$4.54M 0.09%
35,175
+790
146
$4.51M 0.08%
10,762
+69
147
$4.37M 0.08%
9,226
148
$4.34M 0.08%
39,857
-207
149
$4.32M 0.08%
54,096
+15
150
$4.26M 0.08%
35,000
+5,000
4 5
6
7 8