RTC

Riverview Trust Company Portfolio holdings

AUM $82.8M
1-Year Est. Return 15.31%
This Quarter Est. Return
1 Year Est. Return
+15.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
-$8.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$478K
2
+$216K
3
+$46.2K
4
CPB icon
Campbell Soup
CPB
+$45.6K
5
BIIB icon
Biogen
BIIB
+$39.1K

Top Sells

1
+$1.55M
2
+$706K
3
+$447K
4
ABT icon
Abbott
ABT
+$396K
5
MRK icon
Merck
MRK
+$358K

Sector Composition

1 Technology 19.95%
2 Financials 10.79%
3 Healthcare 9.36%
4 Industrials 6.2%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$34K 0.03%
250
277
$33.9K 0.03%
+128
278
$33.7K 0.03%
977
279
$33.4K 0.03%
154
280
$33.4K 0.03%
396
281
$33.2K 0.03%
1,135
-29
282
$33.1K 0.03%
283
-6
283
$33K 0.03%
90
-1
284
$32.8K 0.03%
221
285
$32.4K 0.03%
180
286
$32.1K 0.03%
2,874
287
$32.1K 0.03%
198
288
$32K 0.03%
218
-6
289
$31.8K 0.03%
929
-21
290
$31.7K 0.03%
2,602
291
$31.6K 0.03%
273
-12
292
$31.6K 0.03%
1,955
+37
293
$31.3K 0.03%
72
+67
294
$31.3K 0.03%
1,253
295
$31.1K 0.03%
364
296
$31.1K 0.03%
493
297
$31.1K 0.03%
154
-12
298
$31.1K 0.03%
297
299
$30.9K 0.03%
567
300
$30.9K 0.03%
274
-6
10 11
12
13 14