RTC

Riverview Trust Company Portfolio holdings

AUM $80.3M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
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
DOC icon
301
Healthpeak Properties
DOC
$12.9B
$30.6K 0.03%
1,512
X
302
DELISTED
US Steel
X
$30.1K 0.03%
713
FOUR icon
303
Shift4
FOUR
$5.07B
$29.9K 0.03%
366
KVUE icon
304
Kenvue
KVUE
$29.3B
$29.9K 0.03%
1,245
-32
CASY icon
305
Casey's General Stores
CASY
$21.1B
$29.5K 0.03%
68
-2
WAT icon
306
Waters Corp
WAT
$19.9B
$29.5K 0.03%
80
-2
OGN icon
307
Organon & Co
OGN
$2.41B
$29.4K 0.03%
1,976
-414
CWEN icon
308
Clearway Energy Class C
CWEN
$3.73B
$29.3K 0.03%
969
PGNY icon
309
Progyny
PGNY
$1.66B
$29.3K 0.03%
1,312
TSN icon
310
Tyson Foods
TSN
$18.7B
$29.2K 0.03%
458
Z icon
311
Zillow
Z
$17.7B
$28.7K 0.03%
419
-9
DT icon
312
Dynatrace
DT
$14.5B
$28.7K 0.03%
609
-12
CSGP icon
313
CoStar Group
CSGP
$31.3B
$28.5K 0.03%
360
RBLX icon
314
Roblox
RBLX
$92.1B
$28.3K 0.03%
486
-11
MASI icon
315
Masimo
MASI
$7.97B
$28.2K 0.03%
169
PODD icon
316
Insulet
PODD
$22.4B
$28.1K 0.03%
107
-3
EWBC icon
317
East-West Bancorp
EWBC
$13.2B
$28.1K 0.03%
313
PTC icon
318
PTC
PTC
$24.3B
$28K 0.03%
181
-6
ZG icon
319
Zillow
ZG
$16.9B
$28K 0.03%
419
LGTY
320
DELISTED
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
$28K 0.03%
1,962
BJ icon
321
BJs Wholesale Club
BJ
$12.4B
$28K 0.03%
245
-8
COIN icon
322
Coinbase
COIN
$86.3B
$27.7K 0.03%
161
-4
GEHC icon
323
GE HealthCare
GEHC
$33.8B
$27.6K 0.03%
342
-8
BFAM icon
324
Bright Horizons
BFAM
$5.72B
$27.6K 0.03%
217
BAH icon
325
Booz Allen Hamilton
BAH
$12.1B
$27.2K 0.03%
260