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
$1.79B
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$3.27M
3
+$2.43M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.9M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.86M

Top Sells

1
+$2.87M
2
+$2.67M
3
+$2.15M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.01M
5
FLR icon
Fluor
FLR
+$1.93M

Sector Composition

1 Technology 17.33%
2 Financials 12.02%
3 Consumer Staples 11.69%
4 Healthcare 10.88%
5 Consumer Discretionary 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$745K 0.04%
6,462
-205
202
$730K 0.04%
6,552
203
$729K 0.04%
8,592
+180
204
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-427
205
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14,190
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206
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4,864
207
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4,335
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208
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7,020
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209
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2,000
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210
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3,076
211
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17,748
212
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3,351
213
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9,402
214
$647K 0.04%
4,334
-265
215
$628K 0.04%
7,491
-5,244
216
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21,677
217
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7,302
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218
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219
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4,691
220
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13,254
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221
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19,519
-8,444
222
$569K 0.03%
3,910
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223
$568K 0.03%
4,290
-674
224
$561K 0.03%
2,935
-99
225
$559K 0.03%
11,500
7 8
9
10 11