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
276
$223K 0.01%
+577
277
$222K 0.01%
4,690
+400
278
$222K 0.01%
1,067
279
$220K 0.01%
2,438
280
$218K 0.01%
12,395
+1,700
281
$215K 0.01%
2,426
-2,494
282
$214K 0.01%
+3,974
283
$210K 0.01%
482
284
$207K 0.01%
+4,869
285
$205K 0.01%
2,196
-158,043
286
$205K 0.01%
525
287
$204K 0.01%
6,470
288
$204K 0.01%
226
289
$204K 0.01%
1,543
290
$204K 0.01%
2,322
-259
291
$201K 0.01%
1,150
292
$201K 0.01%
+5,568
293
$201K 0.01%
+650
294
$187K 0.01%
15,290
-1,412
295
$172K 0.01%
11,695
296
$155K 0.01%
12,130
-112
297
$63.9K ﹤0.01%
+10,500
298
$44.1K ﹤0.01%
14,750
299
– –
-98,308
300
– –
-655
9 10 11
12
13