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
$1.44B
AUM Growth
-$345M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$6.81M
3
+$5.94M
4
DIS icon
Walt Disney
DIS
+$5.05M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$4.78M

Top Sells

1
+$7.14M
2
+$4.78M
3
+$3.58M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.03M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.86M

Sector Composition

1 Technology 19.21%
2 Consumer Staples 11.9%
3 Healthcare 11.85%
4 Financials 10.22%
5 Consumer Discretionary 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.5M 4.06%
226,531
+2,650
2
$53.8M 3.73%
846,604
-4,864
3
$53.3M 3.7%
338,062
-1,158
4
$53.1M 3.68%
1,017,307
+91,588
5
$34.7M 2.41%
143,855
-1,004
6
$32.7M 2.26%
296,862
-3,746
7
$30.6M 2.12%
565,368
-10,213
8
$29.5M 2.05%
114,440
+2,795
9
$28.6M 1.99%
4,346,400
-91,920
10
$27.1M 1.88%
488,010
-9,602
11
$26.3M 1.82%
292,248
-1,113
12
$25.1M 1.74%
257,780
+8,720
13
$22.3M 1.55%
968,612
+13,065
14
$21.6M 1.5%
550,315
+3,334
15
$20.6M 1.43%
66,224
+158
16
$20.6M 1.43%
382,728
+15,676
17
$19.6M 1.36%
149,748
-1,391
18
$19.3M 1.34%
437,251
-1,772
19
$18.8M 1.31%
177,699
-9,201
20
$18.6M 1.29%
490,368
+8,370
21
$18.2M 1.27%
422,610
-14,563
22
$17.6M 1.22%
188,996
-631
23
$17.3M 1.2%
298,440
-3,460
24
$16.3M 1.13%
189,023
+6,236
25
$15.6M 1.08%
247,791
+8,709
1
2 3 4 5