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
276
$275K 0.02%
+10,695
277
$266K 0.02%
1,096
-457
278
$263K 0.02%
1,060
279
$261K 0.02%
10,081
+627
280
$261K 0.02%
2,355
281
$259K 0.02%
1,053
282
$257K 0.02%
470
283
$248K 0.02%
480
-9
284
$244K 0.02%
2,451
-1,040
285
$243K 0.02%
2,104
-29
286
$242K 0.02%
+8,908
287
$242K 0.02%
2,761
288
$239K 0.02%
6,546
-306
289
$238K 0.02%
1,507
290
$237K 0.02%
2,785
291
$233K 0.01%
562
-65
292
$231K 0.01%
2,910
293
$230K 0.01%
+1,730
294
$229K 0.01%
3,592
295
$228K 0.01%
2,989
-368
296
$228K 0.01%
1,802
-540
297
$227K 0.01%
1,728
-616
298
$224K 0.01%
651
299
$220K 0.01%
3,120
-412
300
$220K 0.01%
5,956
-2,138
10 11
12
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