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
51
$403K 0.4%
3,386
-96
52
$398K 0.39%
892
-6
53
$386K 0.38%
6,215
+3,476
54
$385K 0.38%
2,570
-243
55
$373K 0.37%
2,456
56
$358K 0.35%
655
-8
57
$355K 0.35%
12,542
-952
58
$352K 0.35%
2,289
59
$330K 0.33%
3,540
-80
60
$325K 0.32%
3,829
61
$315K 0.31%
860
-265
62
$313K 0.31%
1,006
63
$303K 0.3%
1,813
-32
64
$299K 0.3%
2,653
65
$276K 0.27%
2,085
-24
66
$271K 0.27%
1,110
-12
67
$271K 0.27%
3,180
68
$267K 0.26%
1,164
-47
69
$258K 0.25%
6,985
-67
70
$256K 0.25%
2,296
-1,467
71
$246K 0.24%
2,505
-694
72
$241K 0.24%
5,704
-48
73
$240K 0.24%
1,634
-12
74
$239K 0.24%
1,666
-8
75
$234K 0.23%
503
-9
1 2
3
4 5