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
ABEV icon
176
Ambev
ABEV
$35.1B
$73.5K 0.07%
31,548
CB icon
177
Chubb
CB
$107B
$73.1K 0.07%
242
-5
DOW icon
178
Dow Inc
DOW
$15.5B
$72.8K 0.07%
2,084
-1,316
GEV icon
179
GE Vernova
GEV
$163B
$72.7K 0.07%
238
-6
SYY icon
180
Sysco
SYY
$38.2B
$70.8K 0.07%
943
-12
TDG icon
181
TransDigm Group
TDG
$71.3B
$70.5K 0.07%
51
-1
PH icon
182
Parker-Hannifin
PH
$92.8B
$69.3K 0.07%
114
-2
TMO icon
183
Thermo Fisher Scientific
TMO
$204B
$69.2K 0.07%
139
+74
CSX icon
184
CSX Corp
CSX
$68.2B
$68.5K 0.07%
2,329
-74
CTAS icon
185
Cintas
CTAS
$75.6B
$68.2K 0.07%
332
-8
ANET icon
186
Arista Networks
ANET
$180B
$68.2K 0.07%
880
-20
AJG icon
187
Arthur J. Gallagher & Co
AJG
$71.9B
$68K 0.07%
197
-4
WDAY icon
188
Workday
WDAY
$62.5B
$67.7K 0.07%
290
-4
ED icon
189
Consolidated Edison
ED
$36.5B
$66K 0.07%
597
-15
VST icon
190
Vistra
VST
$68.2B
$65.5K 0.06%
558
-10
IWS icon
191
iShares Russell Mid-Cap Value ETF
IWS
$13.9B
$65.5K 0.06%
520
PWR icon
192
Quanta Services
PWR
$64.6B
$64.8K 0.06%
255
-3
CVS icon
193
CVS Health
CVS
$105B
$64.8K 0.06%
956
+520
GPN icon
194
Global Payments
GPN
$20.7B
$63.6K 0.06%
650
EBAY icon
195
eBay
EBAY
$42B
$61.3K 0.06%
905
-13
MCK icon
196
McKesson
MCK
$97.8B
$61.2K 0.06%
91
-3
HCA icon
197
HCA Healthcare
HCA
$99.7B
$60.1K 0.06%
174
-6
MU icon
198
Micron Technology
MU
$227B
$60K 0.06%
690
+53
IDCC icon
199
InterDigital
IDCC
$9.47B
$59.5K 0.06%
288
GWW icon
200
W.W. Grainger
GWW
$45.7B
$59.3K 0.06%
60
-1
6 7
8
9 10