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
151
$105K 0.1%
319
152
$104K 0.1%
948
-10
153
$104K 0.1%
1,728
154
$102K 0.1%
492
-3
155
$101K 0.1%
324
-12
156
$101K 0.1%
397
-6
157
$98.3K 0.1%
2,539
158
$98.1K 0.1%
841
-21
159
$96.5K 0.1%
792
-7
160
$95.7K 0.09%
2,527
-33
161
$94.6K 0.09%
792
-9
162
$92.2K 0.09%
3,232
-44
163
$91.3K 0.09%
691
164
$90.7K 0.09%
551
-12
165
$90.2K 0.09%
306
-3
166
$90.2K 0.09%
624
-5
167
$87.5K 0.09%
1,233
-32
168
$83.4K 0.08%
266
-3
169
$79.2K 0.08%
1,090
170
$78.7K 0.08%
720
-14
171
$76.4K 0.08%
537
-11
172
$76K 0.08%
131
-2
173
$74.6K 0.07%
1,177
-24
174
$74.1K 0.07%
220
-4
175
$73.9K 0.07%
966
-12
5 6
7
8 9