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
XOM icon
51
Exxon Mobil
XOM
$479B
$403K 0.4%
3,386
-96
LMT icon
52
Lockheed Martin
LMT
$116B
$398K 0.39%
892
-6
VXUS icon
53
Vanguard Total International Stock ETF
VXUS
$107B
$386K 0.38%
6,215
+3,476
PEP icon
54
PepsiCo
PEP
$210B
$385K 0.38%
2,570
-243
VFMO icon
55
Vanguard US Momentum Factor ETF
VFMO
$1.16B
$373K 0.37%
2,456
GS icon
56
Goldman Sachs
GS
$232B
$358K 0.35%
655
-8
T icon
57
AT&T
T
$188B
$355K 0.35%
12,542
-952
QCOM icon
58
Qualcomm
QCOM
$176B
$352K 0.35%
2,289
NFLX icon
59
Netflix
NFLX
$510B
$330K 0.33%
354
-8
STX icon
60
Seagate
STX
$48B
$325K 0.32%
3,829
HD icon
61
Home Depot
HD
$390B
$315K 0.31%
860
-265
AMGN icon
62
Amgen
AMGN
$161B
$313K 0.31%
1,006
CVX icon
63
Chevron
CVX
$308B
$303K 0.3%
1,813
-32
RY icon
64
Royal Bank of Canada
RY
$206B
$299K 0.3%
2,653
RTX icon
65
RTX Corp
RTX
$211B
$276K 0.27%
2,085
-24
MMC icon
66
Marsh & McLennan
MMC
$92.9B
$271K 0.27%
1,110
-12
IWR icon
67
iShares Russell Mid-Cap ETF
IWR
$44.3B
$271K 0.27%
3,180
BDX icon
68
Becton Dickinson
BDX
$54.2B
$267K 0.26%
1,164
-47
CMCSA icon
69
Comcast
CMCSA
$109B
$258K 0.25%
6,985
-67
NVS icon
70
Novartis
NVS
$254B
$256K 0.25%
2,296
-1,467
SBUX icon
71
Starbucks
SBUX
$97B
$246K 0.24%
2,505
-694
USB icon
72
US Bancorp
USB
$71.1B
$241K 0.24%
5,704
-48
MMM icon
73
3M
MMM
$81.3B
$240K 0.24%
1,634
-12
DLR icon
74
Digital Realty Trust
DLR
$58.9B
$239K 0.24%
1,666
-8
LIN icon
75
Linde
LIN
$211B
$234K 0.23%
503
-9
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3
4 5