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
WMB icon
101
Williams Companies
WMB
$76.3B
$179K 0.18%
2,993
-21
PNC icon
102
PNC Financial Services
PNC
$70.4B
$179K 0.18%
1,017
-166
SYK icon
103
Stryker
SYK
$143B
$178K 0.18%
479
-6
TGT icon
104
Target
TGT
$41.3B
$177K 0.17%
1,693
-713
ADBE icon
105
Adobe
ADBE
$140B
$176K 0.17%
460
-8
CME icon
106
CME Group
CME
$96.6B
$175K 0.17%
659
-161
CTVA icon
107
Corteva
CTVA
$41.7B
$174K 0.17%
2,767
-1,301
SO icon
108
Southern Company
SO
$108B
$172K 0.17%
1,867
-22
IEMG icon
109
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$171K 0.17%
3,165
GILD icon
110
Gilead Sciences
GILD
$152B
$167K 0.17%
1,494
-25
ALL icon
111
Allstate
ALL
$51.6B
$166K 0.16%
803
-4
XEL icon
112
Xcel Energy
XEL
$48B
$165K 0.16%
2,333
-15
ETN icon
113
Eaton
ETN
$145B
$164K 0.16%
605
-8
KO icon
114
Coca-Cola
KO
$295B
$162K 0.16%
2,265
+540
HON icon
115
Honeywell
HON
$129B
$162K 0.16%
764
+23
DVY icon
116
iShares Select Dividend ETF
DVY
$20.6B
$161K 0.16%
1,196
CAT icon
117
Caterpillar
CAT
$247B
$160K 0.16%
485
-9
PLTR icon
118
Palantir
PLTR
$423B
$154K 0.15%
1,821
-39
WM icon
119
Waste Management
WM
$86.8B
$152K 0.15%
655
-25
EQT icon
120
EQT Corp
EQT
$33.7B
$148K 0.15%
2,764
-17
DTE icon
121
DTE Energy
DTE
$29.5B
$146K 0.14%
1,053
ADP icon
122
Automatic Data Processing
ADP
$114B
$145K 0.14%
474
-8
GVA icon
123
Granite Construction
GVA
$4.6B
$142K 0.14%
1,879
UBER icon
124
Uber
UBER
$192B
$141K 0.14%
1,935
-45
APH icon
125
Amphenol
APH
$153B
$141K 0.14%
2,143
3 4
5
6 7