RTC

Riverview Trust Company Portfolio holdings

AUM $83.1M
1-Year Est. Return 17.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.05%
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 +$505K
2 +$215K
3 +$48.1K
4
CPB icon
Campbell Soup
CPB
+$44.8K
5
BIIB icon
Biogen
BIIB
+$40.9K

Top Sells

1 +$1.62M
2 +$708K
3 +$523K
4
ABT icon
Abbott
ABT
+$380K
5
MRK icon
Merck
MRK
+$372K

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
726
-38
727
-328
728
-139
729
-15
730
-2,151
731
-2
732
-70
733
-2
734
-402
735
-3
736
-12
737
-299
738
-29
739
-12
740
-6
741
-51
742
-19
743
-29
744
-10
745
-289
746
-22
747
-18
748
-7
749
-9
750
-4