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
$2.64B
AUM Growth
-$83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12.4M
3
+$9.11M
4
ISRG icon
Intuitive Surgical
ISRG
+$8.15M
5
WFC icon
Wells Fargo
WFC
+$7.59M

Top Sells

1
+$18.4M
2
+$7.49M
3
+$7.46M
4
DAL icon
Delta Air Lines
DAL
+$3.57M
5
ELAN icon
Elanco Animal Health
ELAN
+$2.52M

Sector Composition

1 Technology 16.42%
2 Healthcare 11.29%
3 Financials 11.18%
4 Consumer Staples 10.33%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.01M 0.04%
4,770
+122
202
$965K 0.04%
5,473
203
$960K 0.04%
19,678
-37
204
$943K 0.04%
33,601
-127,354
205
$941K 0.04%
28,199
+464
206
$917K 0.03%
30,213
-1,500
207
$913K 0.03%
3,550
+9
208
$899K 0.03%
38,180
-16,260
209
$899K 0.03%
15,561
210
$894K 0.03%
11,772
211
$885K 0.03%
3,690
-66
212
$885K 0.03%
17,777
-1,081
213
$878K 0.03%
9,441
-476
214
$859K 0.03%
17,430
-8,576
215
$855K 0.03%
3,914
+323
216
$852K 0.03%
8,385
-22
217
$837K 0.03%
+39,843
218
$815K 0.03%
6,114
219
$807K 0.03%
20,844
+7,846
220
$803K 0.03%
21,940
+1,700
221
$798K 0.03%
6,216
-220
222
$786K 0.03%
6,491
-65
223
$771K 0.03%
16,148
+3,635
224
$769K 0.03%
2,263
225
$768K 0.03%
15,185
-3,815
7 8
9
10 11