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
$1.43B
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$7.86M
3
+$7.57M
4
MRK icon
Merck
MRK
+$5.74M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.44M

Top Sells

1
+$9.59M
2
+$7.89M
3
+$7.22M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$4.55M
5
ECL icon
Ecolab
ECL
+$2.42M

Sector Composition

1 Financials 15.38%
2 Healthcare 10.88%
3 Industrials 10.05%
4 Consumer Staples 8.73%
5 Technology 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$269K 0.02%
1,210
-94
252
$268K 0.02%
2,761
+431
253
$268K 0.02%
2,487
254
$261K 0.02%
3,377
+983
255
$255K 0.02%
6,546
+37
256
$254K 0.02%
8,669
+63
257
$248K 0.02%
1,507
258
$243K 0.02%
3,667
-2,685
259
$239K 0.02%
+4,920
260
$238K 0.02%
+1,419
261
$231K 0.02%
4,600
-2,310
262
$228K 0.02%
4,400
+196
263
$222K 0.02%
11,695
264
$222K 0.02%
9,992
265
$221K 0.02%
4,182
266
$217K 0.02%
6,511
-320
267
$216K 0.02%
757
+37
268
$213K 0.01%
637
-40
269
$213K 0.01%
5,394
270
$211K 0.01%
+2,164
271
$210K 0.01%
+2,587
272
$210K 0.01%
+625
273
$209K 0.01%
1,053
274
$208K 0.01%
+1,840
275
$207K 0.01%
3,592
+266
8 9 10
11
12