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
$5.78B
AUM Growth
+$633M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$10.9M
3
+$9.56M
4
SO icon
Southern Company
SO
+$9.28M
5
NOW icon
ServiceNow
NOW
+$8.84M

Top Sells

1
+$12.8M
2
+$11.4M
3
+$6.92M
4
MCD icon
McDonald's
MCD
+$6.22M
5
SBUX icon
Starbucks
SBUX
+$5.83M

Sector Composition

1 Technology 26.31%
2 Financials 10.95%
3 Healthcare 8.67%
4 Industrials 6.28%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HUBB icon
151
Hubbell
HUBB
$24.6B
$4.84M 0.08%
11,851
-120
UNH icon
152
UnitedHealth
UNH
$294B
$4.81M 0.08%
15,431
-36,405
USB icon
153
US Bancorp
USB
$73.6B
$4.72M 0.08%
104,328
-9,952
SYBT icon
154
Stock Yards Bancorp
SYBT
$1.97B
$4.72M 0.08%
59,736
+3,750
PWR icon
155
Quanta Services
PWR
$66.4B
$4.72M 0.08%
12,475
+5,526
MDT icon
156
Medtronic
MDT
$118B
$4.61M 0.08%
52,849
-192
MCO icon
157
Moody's
MCO
$87.1B
$4.56M 0.08%
9,089
-138
COF icon
158
Capital One
COF
$138B
$4.51M 0.08%
21,207
+16,118
VOE icon
159
Vanguard Mid-Cap Value ETF
VOE
$19B
$4.5M 0.08%
27,350
+2,089
IVW icon
160
iShares S&P 500 Growth ETF
IVW
$66.5B
$4.46M 0.08%
40,539
+10,046
VCIT icon
161
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.6B
$4.35M 0.08%
52,434
+10,872
IBDV icon
162
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.11B
$4.28M 0.07%
194,506
+62,750
MO icon
163
Altria Group
MO
$97.4B
$4.26M 0.07%
72,719
+8,938
CF icon
164
CF Industries
CF
$12.8B
$4.24M 0.07%
46,074
+1,334
PHM icon
165
Pultegroup
PHM
$23.3B
$4.21M 0.07%
39,892
IBDW icon
166
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$1.83B
$4.19M 0.07%
199,136
+32,000
VZ icon
167
Verizon
VZ
$169B
$4.12M 0.07%
95,212
-4,371
MDLZ icon
168
Mondelez International
MDLZ
$73.8B
$4.04M 0.07%
59,962
+3,038
IWD icon
169
iShares Russell 1000 Value ETF
IWD
$64.9B
$4.01M 0.07%
20,671
+4,455
BX icon
170
Blackstone
BX
$114B
$3.97M 0.07%
26,513
+140
PGR icon
171
Progressive
PGR
$127B
$3.87M 0.07%
14,484
+2,236
AMD icon
172
Advanced Micro Devices
AMD
$380B
$3.8M 0.07%
26,793
-2,420
IYR icon
173
iShares US Real Estate ETF
IYR
$3.71B
$3.73M 0.06%
39,362
-186
T icon
174
AT&T
T
$176B
$3.73M 0.06%
128,730
+31,409
ITW icon
175
Illinois Tool Works
ITW
$71.2B
$3.52M 0.06%
14,228
+11
5 6
7
8 9