RT

Rockland Trust Portfolio holdings

AUM $2.5B
1-Year Est. Return 14.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.44B
AUM Growth
+$387M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1 +$21.2M
2 +$20.3M
3 +$19.9M
4
NVDA icon
NVIDIA
NVDA
+$19M
5
AAPL icon
Apple
AAPL
+$17.2M

Top Sells

1 +$23.9M
2 +$8.51M
3 +$3.12M
4
GLD icon
SPDR Gold Trust
GLD
+$2.61M
5
JPM icon
JPMorgan Chase
JPM
+$2.58M

Sector Composition

1 Technology 16.84%
2 Financials 13.86%
3 Healthcare 8.86%
4 Communication Services 8.04%
5 Industrials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$432K 0.02%
1,439
-68
227
$427K 0.02%
3,562
-1,204
228
$425K 0.02%
534
+14
229
$423K 0.02%
1,621
-54
230
$417K 0.02%
1,476
-50
231
$414K 0.02%
+3,450
232
$411K 0.02%
+2,167
233
$409K 0.02%
9,082
-268
234
$398K 0.02%
+2,443
235
$391K 0.02%
2,593
-200
236
$387K 0.02%
5,139
-195
237
$385K 0.02%
2,050
238
$380K 0.02%
+2,920
239
$380K 0.02%
4,221
-690
240
$371K 0.02%
16,045
241
$367K 0.02%
886
+276
242
$361K 0.01%
1,150
243
$360K 0.01%
2,531
244
$359K 0.01%
1,835
245
$357K 0.01%
16,581
246
$353K 0.01%
+2,640
247
$351K 0.01%
+3,294
248
$346K 0.01%
3,980
249
$345K 0.01%
4,200
250
$341K 0.01%
1,544
-87