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
$1.56B
AUM Growth
+$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$5.88M
3
+$5.79M
4
MDT icon
Medtronic
MDT
+$4.54M
5
PYPL icon
PayPal
PYPL
+$3.62M

Top Sells

1
+$5.35M
2
+$4.43M
3
+$2.74M
4
CB icon
Chubb
CB
+$2.45M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.15M

Sector Composition

1 Technology 16.14%
2 Consumer Staples 11.68%
3 Financials 11.25%
4 Healthcare 10.61%
5 Consumer Discretionary 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57.2M 3.67%
201,152
+413
2
$41.5M 2.66%
730,136
+218,103
3
$39.7M 2.55%
336,909
-2,626
4
$38.3M 2.46%
806,708
-3,784
5
$36.1M 2.32%
153,498
-2,026
6
$32M 2.05%
307,720
-7,440
7
$31.7M 2.03%
112,148
+2,340
8
$31.1M 2%
579,945
-5,224
9
$30.3M 1.94%
1,081,108
+209,468
10
$30.3M 1.94%
560,637
-2,661
11
$29.3M 1.88%
289,164
-3,880
12
$28.3M 1.81%
435,826
-33,138
13
$27.9M 1.79%
528,931
-2,595
14
$25.3M 1.62%
187,594
-105
15
$23.5M 1.51%
190,920
+979
16
$23M 1.48%
426,533
+33,475
17
$22.8M 1.46%
66,576
-675
18
$22.2M 1.42%
158,527
-3,210
19
$21.4M 1.37%
264,237
-3,042
20
$21M 1.35%
448,635
-2,420
21
$21M 1.35%
355,518
-557
22
$20.4M 1.31%
4,534,080
-78,640
23
$19.7M 1.26%
179,909
-2,086
24
$18.3M 1.18%
109,742
+519
25
$18.2M 1.17%
204,520
+12,340
1
2 3 4 5