GT

Glenview Trust Portfolio holdings

AUM $6.31B
1-Year Est. Return 21.22%
This Quarter Est. Return
1 Year Est. Return
+21.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.72B
AUM Growth
-$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1 +$14.8M
2 +$9.38M
3 +$7.64M
4
V icon
Visa
V
+$5.63M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.46M

Top Sells

1 +$6.75M
2 +$6.4M
3 +$3.87M
4
MDT icon
Medtronic
MDT
+$3.53M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$3.48M

Sector Composition

1 Technology 17.13%
2 Healthcare 11.57%
3 Financials 10.88%
4 Consumer Staples 10.52%
5 Consumer Discretionary 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$989K 0.04%
8,407
-710
202
$986K 0.04%
18,858
+40
203
$985K 0.04%
12,645
+1,565
204
$983K 0.04%
3,541
-89
205
$958K 0.04%
5,534
206
$952K 0.04%
54,440
-386,070
207
$950K 0.03%
11,772
208
$935K 0.03%
+37,389
209
$921K 0.03%
3,756
+172
210
$916K 0.03%
15,561
211
$910K 0.03%
6,516
212
$907K 0.03%
6,436
213
$896K 0.03%
6,556
-374
214
$878K 0.03%
10,985
215
$872K 0.03%
12,513
+4,644
216
$872K 0.03%
5,473
+688
217
$863K 0.03%
20,240
+120
218
$848K 0.03%
10,577
+391
219
$820K 0.03%
12,615
-765
220
$802K 0.03%
3,138
+79
221
$797K 0.03%
10,985
+1,400
222
$770K 0.03%
6,114
+163
223
$750K 0.03%
4,308
+15
224
$741K 0.03%
9,655
-1,579
225
$738K 0.03%
2,263
+106