RT

Rockland Trust Portfolio holdings

AUM $2.44B
1-Year Est. Return 10.2%
This Quarter Est. Return
1 Year Est. Return
+10.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$5.03M
3
+$4M
4
OIH icon
VanEck Oil Services ETF
OIH
+$2.42M
5
JPM icon
JPMorgan Chase
JPM
+$1.76M

Top Sells

1
+$2.08M
2
+$1.67M
3
+$1.49M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.38M
5
HD icon
Home Depot
HD
+$1.29M

Sector Composition

1 Financials 10.5%
2 Industrials 10%
3 Consumer Staples 9.9%
4 Healthcare 9.42%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$257K 0.02%
+5,210
227
$256K 0.02%
+2,472
228
$256K 0.02%
2,164
+164
229
$253K 0.02%
2,475
-755
230
$251K 0.02%
654
+30
231
$249K 0.02%
1,162
-15
232
$247K 0.02%
+7,891
233
$243K 0.02%
1,479
+12
234
$242K 0.02%
+1,674
235
$239K 0.02%
3,787
+37
236
$238K 0.02%
1,400
-50
237
$238K 0.02%
+11,917
238
$236K 0.02%
5,784
-6,425
239
$236K 0.02%
2,714
-178
240
$234K 0.02%
467
+2
241
$233K 0.02%
+2,032
242
$228K 0.02%
1,129
+10
243
$225K 0.02%
+1,575
244
$224K 0.02%
+1,518
245
$224K 0.02%
1,617
246
$219K 0.02%
11,695
-1,000
247
$211K 0.02%
2,542
248
$203K 0.02%
+1,656
249
$202K 0.02%
+2,870
250
$196K 0.02%
14,265
7 8 9
10
11