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
176
$2.96M 0.06%
11,228
+993
177
$2.95M 0.06%
1,710
-60
178
$2.95M 0.06%
15,926
-60
179
$2.95M 0.06%
12,299
+2,980
180
$2.9M 0.05%
80,558
-2,042
181
$2.87M 0.05%
10,199
-388
182
$2.84M 0.05%
16,398
-36
183
$2.79M 0.05%
19,872
-361
184
$2.77M 0.05%
6,890
+152
185
$2.72M 0.05%
7,337
-1,100
186
$2.69M 0.05%
30,084
-1,001
187
$2.62M 0.05%
3,783
+1,838
188
$2.61M 0.05%
+106,938
189
$2.54M 0.05%
18,934
-413
190
$2.52M 0.05%
12,294
+2,625
191
$2.4M 0.04%
29,863
+575
192
$2.38M 0.04%
34,076
193
$2.27M 0.04%
22,905
+840
194
$2.27M 0.04%
113,035
-256,638
195
$2.26M 0.04%
8,663
-717
196
$2.25M 0.04%
98,847
-14,779
197
$2.21M 0.04%
4,315
-123
198
$2.19M 0.04%
3,071
+25
199
$2.11M 0.04%
27,680
+4,680
200
$2.09M 0.04%
83,324
+9,401
6 7
8
9 10