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
$1.45B
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$14.1M
3
+$13.1M
4
MRK icon
Merck
MRK
+$11.4M
5
V icon
Visa
V
+$9.72M

Top Sells

1
+$20.3M
2
+$16.3M
3
+$14.3M
4
CVX icon
Chevron
CVX
+$13.4M
5
WTRG icon
Essential Utilities
WTRG
+$11.4M

Sector Composition

1 Financials 14.03%
2 Industrials 10.29%
3 Healthcare 10.19%
4 Consumer Staples 8.95%
5 Technology 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$252K 0.02%
+7,354
252
$252K 0.02%
1,014
-27
253
$249K 0.02%
6,831
-359
254
$248K 0.02%
+1,291
255
$246K 0.02%
464
256
$244K 0.02%
5,394
+41
257
$241K 0.02%
2,643
-128
258
$239K 0.02%
677
-30
259
$237K 0.02%
+9,992
260
$234K 0.02%
+8,606
261
$233K 0.02%
1,507
-25
262
$228K 0.02%
+2,394
263
$226K 0.02%
11,695
264
$224K 0.02%
1,350
265
$215K 0.01%
4,182
-1,473
266
$213K 0.01%
+2,330
267
$212K 0.01%
+2,062
268
$211K 0.01%
3,326
269
$210K 0.01%
+720
270
$208K 0.01%
2,837
-424
271
$206K 0.01%
3,138
272
$205K 0.01%
+530
273
$204K 0.01%
+2,910
274
$204K 0.01%
+4,204
275
$202K 0.01%
+1,053
8 9 10
11
12