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
$5.15B
AUM Growth
-$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.1M
3
+$14.1M
4
BLK icon
Blackrock
BLK
+$13.1M
5
BA icon
Boeing
BA
+$9.95M

Top Sells

1
+$14.2M
2
+$13.1M
3
+$12.9M
4
EMR icon
Emerson Electric
EMR
+$12M
5
V icon
Visa
V
+$10.4M

Sector Composition

1 Technology 22.8%
2 Financials 11.05%
3 Healthcare 10.61%
4 Consumer Discretionary 6.48%
5 Consumer Staples 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LRCX icon
126
Lam Research
LRCX
$178B
$6.35M 0.12%
+87,311
UPS icon
127
United Parcel Service
UPS
$73.2B
$6.3M 0.12%
57,244
-399
VCSH icon
128
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
$6.2M 0.12%
78,491
+8,168
ECL icon
129
Ecolab
ECL
$78.5B
$6.05M 0.12%
23,868
-744
SHY icon
130
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
$5.83M 0.11%
70,475
-12,385
VWO icon
131
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$5.82M 0.11%
128,554
+239
CI icon
132
Cigna
CI
$79.9B
$5.68M 0.11%
17,271
+464
MS icon
133
Morgan Stanley
MS
$252B
$5.65M 0.11%
48,465
+672
SUB icon
134
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$5.64M 0.11%
53,367
+22,369
EEM icon
135
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$5.59M 0.11%
128,013
-6,458
MMM icon
136
3M
MMM
$81.3B
$5.16M 0.1%
35,122
-53
LIN icon
137
Linde
LIN
$211B
$5.01M 0.1%
10,763
+1
DIS icon
138
Walt Disney
DIS
$199B
$4.97M 0.1%
50,343
-1,152
SUSA icon
139
iShares ESG Optimized MSCI USA ETF
SUSA
$3.66B
$4.88M 0.09%
42,500
+7,500
USB icon
140
US Bancorp
USB
$71.1B
$4.82M 0.09%
114,280
-2,413
ADP icon
141
Automatic Data Processing
ADP
$114B
$4.79M 0.09%
15,690
-282
MDT icon
142
Medtronic
MDT
$123B
$4.77M 0.09%
53,041
-1,055
AGG icon
143
iShares Core US Aggregate Bond ETF
AGG
$133B
$4.76M 0.09%
48,124
+6,189
AMAT icon
144
Applied Materials
AMAT
$179B
$4.75M 0.09%
32,744
+2,109
QCOM icon
145
Qualcomm
QCOM
$176B
$4.74M 0.09%
30,874
+6
CMG icon
146
Chipotle Mexican Grill
CMG
$56.1B
$4.7M 0.09%
93,611
+661
XLK icon
147
Technology Select Sector SPDR Fund
XLK
$93.7B
$4.57M 0.09%
22,128
+312
IBDU icon
148
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.94B
$4.53M 0.09%
195,836
+33,600
AXP icon
149
American Express
AXP
$239B
$4.53M 0.09%
16,822
-483
VZ icon
150
Verizon
VZ
$171B
$4.52M 0.09%
99,583
-19,519
4 5
6
7 8