RT
Rockland Trust Portfolio holdings
AUM
$2.05B
This Quarter Return
+9.56%
1 Year Return
+10.68%
3 Year Return
+49.21%
5 Year Return
+99.99%
10 Year Return
+206.82%
AUM
$1.57B
AUM Growth
+$1.57B
(+9.5%)
Cap. Flow
+$12.9M
Cap. Flow
% of AUM
0.82%
Top 10 Holdings %
Top 10 Hldgs %
29.13%
Holding
305
New
25
Increased
94
Reduced
144
Closed
7
Top Buys
| 1 |
Roper Technologies
ROP
|
$8.53M |
| 2 |
Broadridge
BR
|
$8.52M |
| 3 |
Apple
AAPL
|
$6.48M |
| 4 |
Danaher
DHR
|
$5.75M |
| 5 |
Twist Bioscience
TWST
|
$5.24M |
Top Sells
| 1 |
Otis Worldwide
OTIS
|
$8.87M |
| 2 |
NextEra Energy, Inc.
NEE
|
$8.39M |
| 3 |
Linde
LIN
|
$7.35M |
| 4 |
Sempra
SRE
|
$3.16M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$3.09M |
Sector Composition
| 1 | Financials | 14.98% |
| 2 | Healthcare | 12.19% |
| 3 | Technology | 10.91% |
| 4 | Consumer Staples | 8.94% |
| 5 | Industrials | 8.45% |
