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
1
$11.8M 11.66%
156,140
-108
2
$5.2M 5.14%
23,424
-6,989
3
$4.54M 4.48%
17,649
4
$3.84M 3.79%
10,241
-140
5
$2.55M 2.52%
25,819
6
$2.46M 2.43%
48,354
7
$1.93M 1.9%
7,858
-1,381
8
$1.88M 1.85%
17,336
-631
9
$1.64M 1.61%
8,598
-1,072
10
$1.52M 1.5%
2,645
-379
11
$1.41M 1.39%
2,740
12
$1.32M 1.3%
7,893
-84
13
$1.3M 1.29%
4,743
+1,739
14
$1.3M 1.28%
6,206
-1,093
15
$1.21M 1.2%
7,774
-2,858
16
$1.21M 1.19%
9,114
-2,985
17
$1.15M 1.14%
1,696
-6
18
$1.11M 1.09%
2,360
-9
19
$1.1M 1.09%
12,198
-7,799
20
$1.02M 1.01%
6,586
-1,278
21
$956K 0.94%
10,656
-3,989
22
$944K 0.93%
998
-9
23
$929K 0.92%
3,592
24
$909K 0.9%
4,097
25
$896K 0.88%
1,683
-36
1
2 3 4 5