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
$1.9B
AUM Growth
-$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.92M
3
+$8.16M
4
BLK icon
Blackrock
BLK
+$6.02M
5
INDB icon
Independent Bank
INDB
+$4.69M

Top Sells

1
+$14.8M
2
+$9.85M
3
+$6.59M
4
BAC icon
Bank of America
BAC
+$5.07M
5
GE icon
GE Aerospace
GE
+$4.67M

Sector Composition

1 Technology 16.23%
2 Financials 13.64%
3 Healthcare 11.8%
4 Industrials 9.06%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$285K 0.02%
865
-8
252
$281K 0.01%
7,977
253
$278K 0.01%
6,004
-4,971
254
$278K 0.01%
2,300
+239
255
$278K 0.01%
1,395
+31
256
$276K 0.01%
1,700
257
$275K 0.01%
507
+52
258
$272K 0.01%
3,611
+11
259
$265K 0.01%
2,140
+315
260
$265K 0.01%
3,646
-324
261
$256K 0.01%
6,114
262
$254K 0.01%
7,652
263
$252K 0.01%
5,335
-580
264
$251K 0.01%
2,355
265
$249K 0.01%
1,672
266
$249K 0.01%
3,488
+19
267
$244K 0.01%
+2,295
268
$238K 0.01%
3,774
269
$238K 0.01%
894
-188
270
$238K 0.01%
3,564
+72
271
$236K 0.01%
6,654
-4,966
272
$234K 0.01%
3,545
273
$230K 0.01%
180
274
$229K 0.01%
+1,677
275
$229K 0.01%
5,372
+372
9 10
11
12 13