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
551
$13K 0.01%
574
552
$12.9K 0.01%
107
-6
553
$12.8K 0.01%
400
554
$12.8K 0.01%
85
555
$12.7K 0.01%
63
556
$12.6K 0.01%
992
557
$12.6K 0.01%
426
558
$12.6K 0.01%
962
-477
559
$12.4K 0.01%
181
560
$12.4K 0.01%
338
561
$12.3K 0.01%
77
562
$12.1K 0.01%
158
563
$12.1K 0.01%
38
564
$11.7K 0.01%
107
-5
565
$11.7K 0.01%
734
566
$10.4K 0.01%
1,190
-3,053
567
$10.3K 0.01%
223
-28
568
$10.2K 0.01%
188
569
$9.97K 0.01%
4,269
570
$9.89K 0.01%
1,000
571
$8.74K 0.01%
815
-268
572
$8.72K 0.01%
305
573
$8.69K 0.01%
230
-6
574
$8.26K 0.01%
45
-298
575
$8K 0.01%
73
-8
21 22
23
24 25