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
$1.65B
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$4.16M
3
+$2.45M
4
AAPL icon
Apple
AAPL
+$1.99M
5
HD icon
Home Depot
HD
+$1.75M

Top Sells

1
+$4.02M
2
+$3.6M
3
+$3.22M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.58M
5
MDLZ icon
Mondelez International
MDLZ
+$2.15M

Sector Composition

1 Technology 16.66%
2 Consumer Staples 12.07%
3 Financials 11.87%
4 Healthcare 10.58%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$60.8M 3.68%
203,697
+3,659
2
$52.4M 3.17%
875,215
+69,391
3
$47.5M 2.87%
341,401
+6,659
4
$47M 2.85%
840,288
+35,484
5
$40.1M 2.43%
147,748
-4,093
6
$37.7M 2.28%
302,716
-1,090
7
$34.7M 2.1%
295,009
+6,737
8
$34.2M 2.07%
115,088
-2,014
9
$31.4M 1.9%
500,226
+2,214
10
$29.8M 1.8%
579,121
-2,358
11
$28.9M 1.75%
1,022,109
-9,256
12
$27.4M 1.66%
554,384
+329
13
$26.3M 1.59%
189,075
+3,546
14
$23.8M 1.44%
425,634
-1,044
15
$23.7M 1.43%
434,704
-9,823
16
$23.5M 1.42%
65,882
-558
17
$22.1M 1.34%
339,288
-39,554
18
$21.7M 1.31%
182,855
-5,927
19
$21.7M 1.31%
358,978
+59
20
$20.6M 1.24%
236,880
+28,260
21
$20.1M 1.21%
182,517
+6,689
22
$20M 1.21%
154,764
-2,238
23
$20M 1.21%
186,717
-4,894
24
$19.8M 1.2%
4,545,440
+21,440
25
$18.8M 1.14%
475,776
+10,047
1
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