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
$4.66B
AUM Growth
+$583M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$6.22M
3
+$5.58M
4
BF.B icon
Brown-Forman Class B
BF.B
+$5.41M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$4.77M

Top Sells

1
+$27.5M
2
+$7.31M
3
+$2.59M
4
JPM icon
JPMorgan Chase
JPM
+$2.55M
5
SYNB icon
Putnam BioRevolution ETF
SYNB
+$2.01M

Sector Composition

1 Technology 22.08%
2 Healthcare 11.73%
3 Financials 10.18%
4 Consumer Discretionary 7.48%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.04M 0.04%
24,184
-91
202
$2.03M 0.04%
29,651
+38
203
$2.02M 0.04%
4,543
+496
204
$1.94M 0.04%
110,219
-13,190
205
$1.92M 0.04%
12,986
+219
206
$1.92M 0.04%
13,680
+577
207
$1.86M 0.04%
12,671
-1,720
208
$1.83M 0.04%
35,914
+700
209
$1.73M 0.04%
17,861
-776
210
$1.73M 0.04%
29,702
-75
211
$1.69M 0.04%
9,061
-155
212
$1.67M 0.04%
6,910
+52
213
$1.67M 0.04%
46,115
+3,870
214
$1.63M 0.04%
20,913
215
$1.61M 0.03%
3,001
-139
216
$1.61M 0.03%
17,260
+924
217
$1.6M 0.03%
5,852
218
$1.58M 0.03%
18,414
-6
219
$1.55M 0.03%
2,554
-87
220
$1.55M 0.03%
9,300
221
$1.54M 0.03%
22,746
222
$1.49M 0.03%
9,007
-548
223
$1.46M 0.03%
4,077
+24
224
$1.46M 0.03%
5,973
+100
225
$1.44M 0.03%
17,669
-550
7 8
9
10 11