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
$1.65B
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$4.16M
3
+$2.45M
4
AAPL icon
Apple
AAPL
+$1.99M
5
HD icon
Home Depot
HD
+$1.75M

Top Sells

1
+$4.02M
2
+$3.6M
3
+$3.22M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.58M
5
MDLZ icon
Mondelez International
MDLZ
+$2.15M

Sector Composition

1 Technology 16.66%
2 Consumer Staples 12.07%
3 Financials 11.87%
4 Healthcare 10.58%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.02M 0.06%
5,000
177
$996K 0.06%
8,360
178
$993K 0.06%
55,699
-39,940
179
$977K 0.06%
4,199
+69
180
$976K 0.06%
13,280
+1,035
181
$972K 0.06%
21,272
-300
182
$966K 0.06%
11,670
+35
183
$946K 0.06%
24,480
-1,275
184
$946K 0.06%
12,735
-9,119
185
$934K 0.06%
6,307
-10
186
$932K 0.06%
8,249
-160
187
$919K 0.06%
12,051
-182
188
$892K 0.05%
9,302
+69
189
$885K 0.05%
16,495
+95
190
$884K 0.05%
4,918
191
$874K 0.05%
4,544
+81
192
$857K 0.05%
7,349
-4,307
193
$854K 0.05%
12,417
-1,515
194
$831K 0.05%
27,963
-13,167
195
$801K 0.05%
21,093
-2,489
196
$799K 0.05%
4,952
-217
197
$760K 0.05%
4,645
+107
198
$749K 0.05%
3,820
+80
199
$744K 0.05%
16,489
+2,454
200
$741K 0.04%
10,149
6 7
8
9 10