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
$2.72B
AUM Growth
-$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1 +$14.8M
2 +$9.38M
3 +$7.64M
4
V icon
Visa
V
+$5.63M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.46M

Top Sells

1 +$6.75M
2 +$6.4M
3 +$3.87M
4
MDT icon
Medtronic
MDT
+$3.53M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$3.48M

Sector Composition

1 Technology 17.13%
2 Healthcare 11.57%
3 Financials 10.83%
4 Consumer Staples 10.57%
5 Consumer Discretionary 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$133M 4.87%
2,655,060
+13,122
2
$126M 4.62%
919,665
+18,903
3
$104M 3.81%
1,383,300
+27,528
4
$101M 3.69%
265,096
-515
5
$93.7M 3.44%
364,775
+7,646
6
$63.6M 2.34%
4,194,900
+57,530
7
$55.1M 2.02%
2,139,316
+55,212
8
$52.2M 1.92%
340,711
+5,042
9
$47.7M 1.75%
151,191
+2,314
10
$46.3M 1.7%
142,741
-8,348
11
$46.2M 1.7%
122,427
+10,893
12
$46.1M 1.69%
320,278
-16,598
13
$44.9M 1.65%
398,470
+25,546
14
$42.4M 1.56%
389,020
+19,500
15
$41.3M 1.52%
588,316
+3,948
16
$39.3M 1.44%
607,025
+84,477
17
$35.9M 1.32%
337,621
+47,281
18
$34.5M 1.27%
510,078
+4,252
19
$31.7M 1.17%
224,658
+7,780
20
$29.5M 1.08%
319,312
+101,535
21
$29.2M 1.07%
201,352
+5,655
22
$28.3M 1.04%
449,592
+6,670
23
$28M 1.03%
156,767
+5,666
24
$27.6M 1.02%
648,190
+57,198
25
$27.1M 0.99%
152,513
+1,056