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
$3.66B
AUM Growth
+$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1 +$11.7M
2 +$7.46M
3 +$4.89M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.69M
5
AAPL icon
Apple
AAPL
+$3.33M

Top Sells

1 +$10.2M
2 +$9M
3 +$4.22M
4
PNC icon
PNC Financial Services
PNC
+$3.83M
5
PG icon
Procter & Gamble
PG
+$3.35M

Sector Composition

1 Technology 21.61%
2 Healthcare 11.8%
3 Financials 9.47%
4 Consumer Staples 8.41%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$200M 5.45%
1,029,403
+17,174
2
$175M 4.77%
4,133,570
-212,720
3
$140M 3.81%
410,073
+5,714
4
$127M 3.46%
284,395
+1,834
5
$118M 3.23%
1,353,950
-20,372
6
$99.1M 2.7%
211,204
-21,819
7
$87M 2.37%
1,711,466
-82,991
8
$65.4M 1.78%
895,064
+50,491
9
$65M 1.77%
146,629
+3,648
10
$64.8M 1.77%
445,505
+12,352
11
$62.7M 1.71%
481,178
+24,714
12
$62.1M 1.69%
157,850
+895
13
$60.9M 1.66%
2,257,021
+63,662
14
$60.2M 1.64%
502,829
+17,702
15
$54.5M 1.49%
547,378
+26,202
16
$49.4M 1.35%
172,136
+9,249
17
$48.7M 1.33%
361,797
+4,759
18
$47.2M 1.29%
311,314
-22,078
19
$43.9M 1.2%
1,781,953
+22,957
20
$43.2M 1.18%
834,578
+12,345
21
$40M 1.09%
461,550
-12,660
22
$37.6M 1.03%
585,742
23
$37.2M 1.02%
710,316
+16,845
24
$35.9M 0.98%
311,492
+2,630
25
$35.1M 0.96%
265,914
+9,226