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
$1.56B
AUM Growth
+$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1 +$12.4M
2 +$5.88M
3 +$5.79M
4
MDT icon
Medtronic
MDT
+$4.54M
5
PYPL icon
PayPal
PYPL
+$3.62M

Top Sells

1 +$5.35M
2 +$4.43M
3 +$2.74M
4
CB icon
Chubb
CB
+$2.45M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.15M

Sector Composition

1 Technology 16.14%
2 Consumer Staples 11.68%
3 Financials 11.25%
4 Healthcare 10.61%
5 Consumer Discretionary 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$758K 0.05%
5,010
-10,034
202
$743K 0.05%
9,223
203
$742K 0.05%
4,538
204
$742K 0.05%
9,774
-4,848
205
$696K 0.04%
11,772
206
$678K 0.04%
11,895
-1,325
207
$677K 0.04%
3,720
208
$671K 0.04%
11,356
-21,006
209
$664K 0.04%
16,700
-1,610
210
$663K 0.04%
25,198
+580
211
$660K 0.04%
41,052
+580
212
$652K 0.04%
17,748
213
$646K 0.04%
10,125
214
$640K 0.04%
8,492
-600
215
$640K 0.04%
5,608
+935
216
$637K 0.04%
6,797
217
$636K 0.04%
13,132
218
$605K 0.04%
4,904
-482
219
$576K 0.04%
4,334
220
$571K 0.04%
10,577
-2,795
221
$570K 0.04%
14,259
222
$552K 0.04%
10,203
-98,873
223
$537K 0.03%
10,379
-1,200
224
$537K 0.03%
9,239
+370
225
$531K 0.03%
8,030