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
GD icon
201
General Dynamics
GD
$89.1B
$59.1K 0.06%
217
-4
FBIN icon
202
Fortune Brands Innovations
FBIN
$6.01B
$58.6K 0.06%
962
-477
KDP icon
203
Keurig Dr Pepper
KDP
$38.1B
$58.5K 0.06%
1,710
+552
ROP icon
204
Roper Technologies
ROP
$54.3B
$58.4K 0.06%
99
-2
MO icon
205
Altria Group
MO
$109B
$58K 0.06%
967
+109
UNP icon
206
Union Pacific
UNP
$134B
$56.9K 0.06%
241
MDT icon
207
Medtronic
MDT
$123B
$56.6K 0.06%
630
-42
PYPL icon
208
PayPal
PYPL
$64.4B
$56K 0.06%
859
-16
FCNCA icon
209
First Citizens BancShares
FCNCA
$21.9B
$55.6K 0.05%
30
EVRG icon
210
Evergy
EVRG
$17.9B
$55.4K 0.05%
804
APO icon
211
Apollo Global Management
APO
$69.4B
$54.9K 0.05%
401
-12
REGN icon
212
Regeneron Pharmaceuticals
REGN
$61.3B
$54.5K 0.05%
86
BWXT icon
213
BWX Technologies
BWXT
$18.6B
$54.3K 0.05%
550
IWM icon
214
iShares Russell 2000 ETF
IWM
$69.9B
$53.7K 0.05%
269
CBOE icon
215
Cboe Global Markets
CBOE
$25.1B
$53.6K 0.05%
237
-4
SPGI icon
216
S&P Global
SPGI
$144B
$53.4K 0.05%
105
-6
CPRT icon
217
Copart
CPRT
$42.9B
$53K 0.05%
936
-18
TXN icon
218
Texas Instruments
TXN
$161B
$52.5K 0.05%
292
+257
ORLY icon
219
O'Reilly Automotive
ORLY
$86.2B
$51.6K 0.05%
540
-15
BX icon
220
Blackstone
BX
$122B
$51.3K 0.05%
367
-12
VRSK icon
221
Verisk Analytics
VRSK
$32.5B
$50.6K 0.05%
170
-3
DHR icon
222
Danaher
DHR
$150B
$49.6K 0.05%
242
-251
AZO icon
223
AutoZone
AZO
$67.2B
$49.6K 0.05%
13
MPC icon
224
Marathon Petroleum
MPC
$56.1B
$49.5K 0.05%
340
MTSI icon
225
MACOM Technology Solutions
MTSI
$10.2B
$49.4K 0.05%
492