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
$82.8M
AUM Growth
+$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$75.2K
2
+$37.7K

Top Sells

1
+$1.26M
2
+$99K
3
+$94.8K
4
HPQ icon
HP
HPQ
+$90.9K
5
BMY icon
Bristol-Myers Squibb
BMY
+$84.2K

Sector Composition

1 Technology 12.21%
2 Financials 6.7%
3 Industrials 4.29%
4 Healthcare 3.32%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ANET icon
126
Arista Networks
ANET
$160B
$48.4K 0.06%
332
JCI icon
127
Johnson Controls International
JCI
$69.9B
$45.4K 0.05%
413
CACI icon
128
CACI
CACI
$13.1B
$44.9K 0.05%
90
LUV icon
129
Southwest Airlines
LUV
$18.4B
$44.4K 0.05%
1,390
C icon
130
Citigroup
C
$189B
$44.2K 0.05%
435
SBUX icon
131
Starbucks
SBUX
$98.2B
$43.7K 0.05%
516
-200
UNH icon
132
UnitedHealth
UNH
$306B
$43.2K 0.05%
125
KMI icon
133
Kinder Morgan
KMI
$60.3B
$39.1K 0.05%
1,380
MTCH icon
134
Match Group
MTCH
$8B
$38.5K 0.05%
1,089
MAS icon
135
Masco
MAS
$13.5B
$38.3K 0.05%
544
DOX icon
136
Amdocs
DOX
$8.22B
$37.7K 0.05%
460
IJR icon
137
iShares Core S&P Small-Cap ETF
IJR
$88.8B
$35.3K 0.04%
297
GIL icon
138
Gildan
GIL
$10.7B
$35.3K 0.04%
610
ETN icon
139
Eaton
ETN
$128B
$34.4K 0.04%
92
CTSH icon
140
Cognizant
CTSH
$38.1B
$33.5K 0.04%
500
TMUS icon
141
T-Mobile US
TMUS
$233B
$33.5K 0.04%
140
CVS icon
142
CVS Health
CVS
$97.1B
$31.5K 0.04%
418
VUG icon
143
Vanguard Growth ETF
VUG
$202B
$30.7K 0.04%
64
HD icon
144
Home Depot
HD
$358B
$30.4K 0.04%
75
LH icon
145
Labcorp
LH
$22.2B
$29.9K 0.04%
104
CLX icon
146
Clorox
CLX
$13B
$29.7K 0.04%
241
CBOE icon
147
Cboe Global Markets
CBOE
$26.6B
$29.4K 0.04%
120
FAST icon
148
Fastenal
FAST
$46.9B
$28.6K 0.03%
584
MU icon
149
Micron Technology
MU
$263B
$28.4K 0.03%
170
MA icon
150
Mastercard
MA
$494B
$28.4K 0.03%
50
4 5
6
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