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
$1.9B
AUM Growth
-$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.92M
3
+$8.16M
4
BLK icon
Blackrock
BLK
+$6.02M
5
INDB icon
Independent Bank
INDB
+$4.69M

Top Sells

1
+$14.8M
2
+$9.85M
3
+$6.59M
4
BAC icon
Bank of America
BAC
+$5.07M
5
GE icon
GE Aerospace
GE
+$4.67M

Sector Composition

1 Technology 16.23%
2 Financials 13.64%
3 Healthcare 11.8%
4 Industrials 9.06%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$379K 0.02%
887
+36
227
$375K 0.02%
3,448
-41
228
$371K 0.02%
4,019
-1,162
229
$365K 0.02%
900
-78
230
$360K 0.02%
7,179
-5,950
231
$359K 0.02%
2,880
+22
232
$358K 0.02%
3,909
+321
233
$358K 0.02%
876
-57
234
$352K 0.02%
1,611
-22
235
$351K 0.02%
4,095
-1,422
236
$342K 0.02%
4,978
+471
237
$340K 0.02%
16,981
238
$338K 0.02%
1,940
239
$332K 0.02%
1,266
240
$332K 0.02%
888
+80
241
$331K 0.02%
2,416
-170
242
$311K 0.02%
2,050
243
$309K 0.02%
2,135
244
$309K 0.02%
750
245
$305K 0.02%
2,026
-1,196
246
$301K 0.02%
+6,206
247
$299K 0.02%
952
+261
248
$298K 0.02%
1,512
249
$294K 0.02%
4,996
250
$290K 0.02%
3,980
-700
8 9
10
11 12