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
$1.35B
AUM Growth
-$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$5.33M
3
+$4.67M
4
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$4.43M
5
MCD icon
McDonald's
MCD
+$2.61M

Top Sells

1
+$5.48M
2
+$5.24M
3
+$2.83M
4
META icon
Meta Platforms (Facebook)
META
+$2.66M
5
EOG icon
EOG Resources
EOG
+$2.35M

Sector Composition

1 Technology 15.23%
2 Consumer Staples 11.79%
3 Healthcare 11.64%
4 Financials 11.49%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$700K 0.05%
5,000
202
$682K 0.05%
18,310
-4,355
203
$669K 0.05%
26,046
-4,335
204
$663K 0.05%
7,013
-1,358
205
$660K 0.05%
4,679
-462
206
$643K 0.05%
4,538
-80
207
$633K 0.05%
9,223
-357
208
$633K 0.05%
9,092
+1,400
209
$619K 0.05%
22,522
+3,240
210
$612K 0.05%
24,040
211
$607K 0.04%
11,772
212
$603K 0.04%
78,835
+56,188
213
$598K 0.04%
5,386
+24
214
$593K 0.04%
10,125
215
$570K 0.04%
3,720
-8
216
$565K 0.04%
8,687
+1,500
217
$554K 0.04%
8,257
+2,762
218
$550K 0.04%
13,132
219
$538K 0.04%
24,618
220
$529K 0.04%
40,472
221
$527K 0.04%
17,748
222
$523K 0.04%
8,870
+850
223
$492K 0.04%
8,030
-160
224
$486K 0.04%
14,259
-65
225
$482K 0.04%
6,797
-186
7 8
9
10 11