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
151
$4.06M 0.08%
41,935
+5,563
152
$4.03M 0.08%
9,268
-3,784
153
$4.01M 0.08%
56,036
-100
154
$3.93M 0.07%
24,621
+10,456
155
$3.82M 0.07%
44,724
-3
156
$3.7M 0.07%
162,236
+70,536
157
$3.69M 0.07%
39,605
-5,203
158
$3.62M 0.07%
14,275
-763
159
$3.6M 0.07%
10,843
+728
160
$3.57M 0.07%
73,708
+20,505
161
$3.44M 0.06%
57,664
-416
162
$3.41M 0.06%
28,190
+780
163
$3.34M 0.06%
63,903
-6,156
164
$3.3M 0.06%
19,517
+330
165
$3.27M 0.06%
30,998
+4,372
166
$3.26M 0.06%
14,216
-552
167
$3.26M 0.06%
24,873
-2,687
168
$3.25M 0.06%
32,020
+605
169
$3.17M 0.06%
25,047
-5,798
170
$3.14M 0.06%
35,401
+931
171
$3.13M 0.06%
38,192
-1,047
172
$3.11M 0.06%
7,753
-48
173
$3.06M 0.06%
62,051
-3,023
174
$3.05M 0.06%
+149,764
175
$2.97M 0.06%
34,546
-15
5 6
7
8 9