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
$1.99B
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$6.84M
3
+$5.67M
4
PEP icon
PepsiCo
PEP
+$3.92M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.45M

Top Sells

1
+$5.52M
2
+$5.07M
3
+$4.82M
4
GLD icon
SPDR Gold Trust
GLD
+$4.16M
5
KO icon
Coca-Cola
KO
+$2.74M

Sector Composition

1 Financials 14.81%
2 Technology 13.8%
3 Healthcare 11.07%
4 Consumer Staples 7.96%
5 Industrials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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