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
$1.61B
AUM Growth
+$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$4.45M
3
+$2.79M
4
MDT icon
Medtronic
MDT
+$2.78M
5
AVGO icon
Broadcom
AVGO
+$2.62M

Top Sells

1
+$3.75M
2
+$2.81M
3
+$2.73M
4
BF.B icon
Brown-Forman Class B
BF.B
+$1.71M
5
VSM
Versum Materials, Inc.
VSM
+$1.69M

Sector Composition

1 Technology 16.15%
2 Consumer Staples 11.88%
3 Financials 11.87%
4 Healthcare 10.79%
5 Consumer Discretionary 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59M 3.66%
200,038
-1,114
2
$47.4M 2.94%
805,824
+75,688
3
$44.8M 2.79%
334,742
-2,167
4
$40.2M 2.5%
151,841
-1,657
5
$39.8M 2.47%
804,804
-1,904
6
$34.3M 2.13%
117,102
+4,954
7
$33.3M 2.07%
303,806
-3,914
8
$32.2M 2%
288,272
-892
9
$30.3M 1.88%
554,055
-6,582
10
$29.6M 1.84%
1,031,365
-49,743
11
$27.8M 1.73%
581,479
+1,534
12
$27.6M 1.72%
498,012
-30,919
13
$24.9M 1.55%
378,842
-56,984
14
$24.5M 1.52%
185,529
-2,065
15
$24.3M 1.51%
66,440
-136
16
$23.8M 1.48%
426,678
+145
17
$23.5M 1.46%
188,782
-2,138
18
$22.6M 1.41%
444,527
-4,108
19
$21.9M 1.36%
157,002
-1,525
20
$20.5M 1.27%
358,919
+3,401
21
$19.8M 1.23%
258,247
-5,990
22
$19.8M 1.23%
208,620
+4,100
23
$18.8M 1.17%
110,936
+1,194
24
$18.6M 1.15%
4,524,000
-10,080
25
$18.1M 1.12%
421,766
-1,147
1
2 3 4 5