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
151
$3.79M 0.08%
9,636
-239
152
$3.76M 0.08%
45,193
-374
153
$3.72M 0.08%
41,911
+113
154
$3.69M 0.08%
14,778
-68
155
$3.65M 0.08%
6,753
-34
156
$3.61M 0.08%
27,935
-2,191
157
$3.6M 0.08%
7,746
+2,685
158
$3.56M 0.08%
31,205
-770
159
$3.48M 0.07%
26,519
+82
160
$3.47M 0.07%
32,065
+417
161
$3.29M 0.07%
75,483
+6,031
162
$3.22M 0.07%
58,834
-168
163
$3.21M 0.07%
15,638
-979
164
$3.17M 0.07%
32,723
+119
165
$3.1M 0.07%
41,812
+397
166
$3.01M 0.06%
16,816
+2
167
$3M 0.06%
27,500
168
$2.99M 0.06%
14,354
+1,126
169
$2.93M 0.06%
3,049
170
$2.92M 0.06%
75,694
-156
171
$2.9M 0.06%
8,437
172
$2.78M 0.06%
8,258
+103
173
$2.78M 0.06%
28,392
+24
174
$2.77M 0.06%
56,602
-7
175
$2.76M 0.06%
19,872
-414
5 6
7
8 9