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
$1.57B
AUM Growth
+$1.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$6.26M
3
+$5.91M
4
BLK icon
Blackrock
BLK
+$5.13M
5
META icon
Meta Platforms (Facebook)
META
+$3.85M

Top Sells

1
+$16.9M
2
+$9.83M
3
+$5.87M
4
LLY icon
Eli Lilly
LLY
+$2.94M
5
HPQ icon
HP
HPQ
+$2.55M

Sector Composition

1 Financials 16.19%
2 Healthcare 12.48%
3 Technology 10.85%
4 Industrials 9.39%
5 Consumer Staples 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$355K 0.02%
+4,347
252
$354K 0.02%
+2,583
253
$353K 0.02%
2,645
+488
254
$352K 0.02%
1,482
-158
255
$351K 0.02%
3,215
+1,595
256
$346K 0.02%
6,617
-300
257
$338K 0.02%
2,848
-337
258
$334K 0.02%
1,572
-70
259
$325K 0.02%
+2,143
260
$325K 0.02%
5,164
-107
261
$322K 0.02%
1,288
+339
262
$319K 0.02%
9,992
263
$317K 0.02%
1,117
264
$313K 0.02%
1,974
-381
265
$308K 0.02%
3,845
+54
266
$307K 0.02%
+2,337
267
$306K 0.02%
1,779
268
$306K 0.02%
1,018
269
$294K 0.02%
1,223
-50
270
$291K 0.02%
2,216
271
$291K 0.02%
+7,977
272
$285K 0.02%
+5,344
273
$283K 0.02%
909
-27
274
$283K 0.02%
29,500
275
$275K 0.02%
5,996
+1,596
9 10
11
12 13