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
$1.27B
AUM Growth
+$58.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$6.55M
3
+$4.97M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.43M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.21M

Top Sells

1
+$10.4M
2
+$8.95M
3
+$4.06M
4
KSS icon
Kohl's
KSS
+$3.95M
5
DIS icon
Walt Disney
DIS
+$2.12M

Sector Composition

1 Technology 14.99%
2 Consumer Staples 13.15%
3 Financials 12.77%
4 Healthcare 12.59%
5 Industrials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.14M 0.09%
11,147
+1,826
152
$1.13M 0.09%
6,742
-216
153
$1.09M 0.09%
20,934
154
$1.08M 0.09%
16,000
155
$1.07M 0.08%
7,938
-225
156
$1.05M 0.08%
21,144
-118
157
$1.02M 0.08%
18,966
+696
158
$1.02M 0.08%
33,833
-605
159
$1.02M 0.08%
12,858
-112
160
$1.01M 0.08%
18,073
+294
161
$1M 0.08%
6,112
+81
162
$991K 0.08%
10,874
-25
163
$978K 0.08%
8,060
+243
164
$961K 0.08%
9,240
165
$951K 0.08%
8,584
+585
166
$950K 0.08%
7,025
167
$915K 0.07%
11,155
-1,297
168
$890K 0.07%
15,548
169
$882K 0.07%
8,356
+428
170
$871K 0.07%
16,556
-2,108
171
$867K 0.07%
3,490
172
$865K 0.07%
+29,336
173
$865K 0.07%
8,483
+2,528
174
$852K 0.07%
23,526
175
$846K 0.07%
24,899
5 6
7
8 9