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
$80.3M
AUM Growth
-$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Sells

1 +$4.05M
2 +$2.77M
3 +$2.43M
4
AMZN icon
Amazon
AMZN
+$1.58M
5
META icon
Meta Platforms (Facebook)
META
+$1.52M

Sector Composition

1 Technology 11.05%
2 Financials 6.61%
3 Industrials 4.32%
4 Healthcare 3.36%
5 Consumer Staples 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BAX icon
176
Baxter International
BAX
$10.3B
$18.8K 0.02%
620
-309
VTV icon
177
Vanguard Value ETF
VTV
$164B
$18.6K 0.02%
105
-105
CI icon
178
Cigna
CI
$72.7B
$18.2K 0.02%
55
-264
AZN icon
179
AstraZeneca
AZN
$293B
$18.2K 0.02%
260
SO icon
180
Southern Company
SO
$97.9B
$17.8K 0.02%
194
-1,673
PYPL icon
181
PayPal
PYPL
$53.2B
$17.1K 0.02%
230
-629
SOLV icon
182
Solventum
SOLV
$13.8B
$16.9K 0.02%
223
TGT icon
183
Target
TGT
$50.4B
$16.3K 0.02%
165
-1,528
PRU icon
184
Prudential Financial
PRU
$39.1B
$16.1K 0.02%
150
-164
SRE icon
185
Sempra
SRE
$60.4B
$15.9K 0.02%
210
TSLA icon
186
Tesla
TSLA
$1.46T
$15.9K 0.02%
50
-1,745
BG icon
187
Bunge Global
BG
$20.8B
$15.7K 0.02%
195
-255
BCE icon
188
BCE
BCE
$22.5B
$14.4K 0.02%
648
DT icon
189
Dynatrace
DT
$12B
$13.5K 0.02%
245
-364
SLB icon
190
SLB Ltd
SLB
$69.8B
$13.5K 0.02%
+400
AMD icon
191
Advanced Micro Devices
AMD
$377B
$13.5K 0.02%
95
-971
APD icon
192
Air Products & Chemicals
APD
$59.5B
$11.3K 0.01%
40
-266
DNP icon
193
DNP Select Income Fund
DNP
$3.78B
$9.79K 0.01%
1,000
EMR icon
194
Emerson Electric
EMR
$84B
$9.73K 0.01%
73
EXC icon
195
Exelon
EXC
$45.1B
$9.68K 0.01%
223
WBD icon
196
Warner Bros
WBD
$70.9B
$9.34K 0.01%
815
WBA
197
DELISTED
Walgreens Boots Alliance
WBA
$9.18K 0.01%
800
-2,074
COLB icon
198
Columbia Banking Systems
COLB
$8.65B
$8.98K 0.01%
384
-869
WAFD icon
199
WaFd
WAFD
$2.48B
$8.93K 0.01%
305
CARR icon
200
Carrier Global
CARR
$47.3B
$8.78K 0.01%
120
-1,057