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
176
$820K 0.06%
11,345
+2,410
177
$795K 0.06%
13,608
+4,062
178
$788K 0.06%
9,461
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179
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180
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10,367
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181
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182
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8,317
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183
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18,939
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184
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21,500
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185
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186
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187
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22,483
188
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8,281
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189
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6,148
190
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9,548
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191
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17,408
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194
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195
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12,205
196
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4,412
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197
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50,572
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198
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17,098
-1,718
199
$642K 0.05%
5,587
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200
$634K 0.05%
5,819
-154
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