RT
Rockland Trust Portfolio holdings
AUM
$2.05B
This Quarter Return
+7.22%
1 Year Return
+10.68%
3 Year Return
+49.21%
5 Year Return
+99.99%
10 Year Return
+206.82%
AUM
$2.03B
AUM Growth
+$2.03B
(+7.1%)
Cap. Flow
+$18.3M
Cap. Flow
% of AUM
0.9%
Top 10 Holdings %
Top 10 Hldgs %
32.64%
Holding
310
New
12
Increased
68
Reduced
156
Closed
27
Top Buys
| 1 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$65.9M |
| 2 |
Honeywell
HON
|
$11.5M |
| 3 |
PepsiCo
PEP
|
$6.41M |
| 4 |
iShares MBS ETF
MBB
|
$2.9M |
| 5 |
Union Pacific
UNP
|
$2.71M |
Top Sells
| 1 |
Automatic Data Processing
ADP
|
$13.6M |
| 2 |
Microsoft
MSFT
|
$7.69M |
| 3 |
Colgate-Palmolive
CL
|
$6.69M |
| 4 |
Independent Bank
INDB
|
$5.53M |
| 5 |
McDonald's
MCD
|
$2.39M |
Sector Composition
| 1 | Technology | 14.37% |
| 2 | Financials | 13.71% |
| 3 | Healthcare | 11.31% |
| 4 | Industrials | 8.75% |
| 5 | Consumer Staples | 8% |
