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
176
$2.75M 0.06%
6,570
+180
177
$2.73M 0.06%
9,597
+105
178
$2.7M 0.06%
18,633
-39
179
$2.69M 0.06%
20,517
-844
180
$2.68M 0.06%
21,080
-1,072
181
$2.62M 0.06%
1,721
182
$2.53M 0.05%
8,963
+2,374
183
$2.53M 0.05%
24,740
184
$2.51M 0.05%
23,919
+1,182
185
$2.5M 0.05%
15,346
-1,280
186
$2.45M 0.05%
7,845
+110
187
$2.45M 0.05%
5,901
+3,027
188
$2.45M 0.05%
98,257
+51,028
189
$2.41M 0.05%
14,489
190
$2.4M 0.05%
32,402
-1,329
191
$2.39M 0.05%
19,424
-1,159
192
$2.36M 0.05%
25,092
-3,947
193
$2.36M 0.05%
24,062
+7,638
194
$2.34M 0.05%
11,304
-325
195
$2.33M 0.05%
29,145
-111
196
$2.21M 0.05%
22,685
+100
197
$2.2M 0.05%
16,314
-553
198
$2.15M 0.05%
44,853
+1,203
199
$2.1M 0.05%
33,845
-3,745
200
$2.05M 0.04%
16,373
6 7
8
9 10