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
$6.31B
AUM Growth
+$527M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$98.2M
2
+$20.1M
3
+$14.9M
4
CSL icon
Carlisle Companies
CSL
+$11M
5
INTU icon
Intuit
INTU
+$10.9M

Top Sells

1
+$20.1M
2
+$17.2M
3
+$13.3M
4
ADBE icon
Adobe
ADBE
+$10.9M
5
AVGO icon
Broadcom
AVGO
+$6.16M

Sector Composition

1 Technology 26.96%
2 Financials 10.54%
3 Healthcare 8.11%
4 Industrials 6.15%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MMM icon
151
3M
MMM
$91.3B
$5.17M 0.08%
33,314
-56
IBDW icon
152
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.02B
$5.16M 0.08%
243,276
+44,140
AGG icon
153
iShares Core US Aggregate Bond ETF
AGG
$135B
$5.12M 0.08%
51,109
+381
DIS icon
154
Walt Disney
DIS
$187B
$5.11M 0.08%
44,597
-1,924
VCIT icon
155
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.5B
$5M 0.08%
59,443
+7,009
IVW icon
156
iShares S&P 500 Growth ETF
IVW
$66.5B
$4.85M 0.08%
40,202
-337
MO icon
157
Altria Group
MO
$98.5B
$4.84M 0.08%
73,233
+514
UPS icon
158
United Parcel Service
UPS
$82.5B
$4.8M 0.08%
57,465
-835
MDT icon
159
Medtronic
MDT
$131B
$4.75M 0.08%
49,853
-2,996
MCO icon
160
Moody's
MCO
$87.2B
$4.71M 0.07%
9,893
+804
VOE icon
161
Vanguard Mid-Cap Value ETF
VOE
$19.6B
$4.69M 0.07%
26,855
-495
ADP icon
162
Automatic Data Processing
ADP
$104B
$4.66M 0.07%
15,872
-24
BMY icon
163
Bristol-Myers Squibb
BMY
$103B
$4.62M 0.07%
102,386
-3,220
VWO icon
164
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$4.59M 0.07%
84,762
-19,880
USB icon
165
US Bancorp
USB
$77.9B
$4.53M 0.07%
93,687
-10,641
BX icon
166
Blackstone
BX
$116B
$4.52M 0.07%
26,448
-65
ASML icon
167
ASML
ASML
$433B
$4.48M 0.07%
4,625
+522
COF icon
168
Capital One
COF
$144B
$4.46M 0.07%
20,990
-217
FISV
169
Fiserv Inc
FISV
$35.4B
$4.34M 0.07%
33,678
+814
SYBT icon
170
Stock Yards Bancorp
SYBT
$1.98B
$4.18M 0.07%
59,712
-24
IWD icon
171
iShares Russell 1000 Value ETF
IWD
$67.9B
$4.14M 0.07%
20,353
-318
CF icon
172
CF Industries
CF
$12.5B
$4.13M 0.07%
46,074
VZ icon
173
Verizon
VZ
$172B
$4.11M 0.07%
93,489
-1,723
ADBE icon
174
Adobe
ADBE
$135B
$4.07M 0.06%
11,536
-31,027
PGR icon
175
Progressive
PGR
$134B
$4.06M 0.06%
16,436
+1,952
5 6
7
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