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
$5.34B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$19.2M
3
+$8.22M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$6.26M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$6.13M

Top Sells

1
+$41.4M
2
+$12.7M
3
+$10.9M
4
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
+$8.63M
5
NSC icon
Norfolk Southern
NSC
+$7.84M

Sector Composition

1 Technology 25.53%
2 Financials 10.09%
3 Healthcare 9.63%
4 Consumer Discretionary 6.63%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.09M 0.04%
21,608
+6,682
202
$2.09M 0.04%
54,437
-1,835
203
$2.08M 0.04%
29,654
-402
204
$2.07M 0.04%
19,174
-304
205
$2.05M 0.04%
17,132
-1,000
206
$1.99M 0.04%
6,850
+223
207
$1.98M 0.04%
22,940
208
$1.96M 0.04%
11,750
+214
209
$1.96M 0.04%
28,683
-558
210
$1.96M 0.04%
25,861
-812
211
$1.93M 0.04%
18,643
+186
212
$1.92M 0.04%
42,123
+27,057
213
$1.91M 0.04%
14,479
-10
214
$1.87M 0.04%
23,280
+14,483
215
$1.79M 0.03%
17,099
216
$1.77M 0.03%
20,566
+7,369
217
$1.75M 0.03%
5,552
+1,686
218
$1.75M 0.03%
9,184
219
$1.67M 0.03%
9,192
+232
220
$1.65M 0.03%
2,889
-108
221
$1.62M 0.03%
2,545
-76
222
$1.62M 0.03%
10,696
-298
223
$1.58M 0.03%
+16,417
224
$1.58M 0.03%
4,382
+33
225
$1.57M 0.03%
8,370
+288
7 8
9
10 11