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
$2.15B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$5.06M
3
+$3.41M
4
USB icon
US Bancorp
USB
+$2.4M
5
BURL icon
Burlington
BURL
+$1.66M

Top Sells

1
+$3.55M
2
+$2.31M
3
+$1.78M
4
CVX icon
Chevron
CVX
+$1.47M
5
MSFT icon
Microsoft
MSFT
+$1.44M

Sector Composition

1 Technology 19.11%
2 Financials 11.23%
3 Consumer Staples 11.02%
4 Healthcare 10.33%
5 Consumer Discretionary 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$105M 4.87%
790,310
-26,733
2
$103M 4.8%
1,364,871
+654
3
$86M 4%
229,037
-2,055
4
$73.4M 3.41%
330,162
-6,455
5
$53.7M 2.5%
4,114,920
-59,600
6
$50.5M 2.35%
141,441
-1,193
7
$40.8M 1.9%
109,140
-4,750
8
$40.8M 1.9%
250,380
-6,400
9
$40.6M 1.89%
291,576
-1,682
10
$37.3M 1.74%
470,164
+272
11
$36.9M 1.72%
290,558
-2,773
12
$34.4M 1.6%
502,447
-4,687
13
$34.2M 1.59%
193,754
+396
14
$33.8M 1.57%
186,430
+1,247
15
$27.6M 1.28%
64,065
-484
16
$27.6M 1.28%
553,841
-9,532
17
$26.8M 1.25%
1,278,407
+162,664
18
$26.5M 1.23%
302,460
-5,720
19
$25.3M 1.17%
525,522
+3,855
20
$24.6M 1.14%
548,732
-4,782
21
$24.2M 1.12%
440,634
+5,227
22
$24M 1.12%
131,990
+2,438
23
$23.8M 1.11%
261,054
+117
24
$23.7M 1.1%
113,838
+1,441
25
$23.3M 1.08%
147,912
-1,006
1
2 3 4 5