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
$2.15B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1 +$6.46M
2 +$5.06M
3 +$3.41M
4
USB icon
US Bancorp
USB
+$2.4M
5
BURL icon
Burlington
BURL
+$1.66M

Top Sells

1 +$3.55M
2 +$2.31M
3 +$1.78M
4
CVX icon
Chevron
CVX
+$1.47M
5
MSFT icon
Microsoft
MSFT
+$1.44M

Sector Composition

1 Technology 19.11%
2 Financials 11.23%
3 Consumer Staples 11.02%
4 Healthcare 10.33%
5 Consumer Discretionary 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$728K 0.03%
3,461
202
$728K 0.03%
5,766
-460
203
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4,290
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204
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205
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11,803
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206
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160,450
-36,825
207
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208
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209
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210
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211
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212
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18,935
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213
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214
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+34,470
215
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4,260
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217
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219
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221
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6,116
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$579K 0.03%
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224
$572K 0.03%
7,119
225
$553K 0.03%
4,876
+2,000