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
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$8.53M
2
+$8.52M
3
+$6.48M
4
DHR icon
Danaher
DHR
+$5.75M
5
TWST icon
Twist Bioscience
TWST
+$5.24M

Top Sells

1
+$8.87M
2
+$8.39M
3
+$7.35M
4
SRE icon
Sempra
SRE
+$3.16M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.09M

Sector Composition

1 Financials 14.98%
2 Healthcare 12.19%
3 Technology 10.91%
4 Consumer Staples 8.94%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-5,394
302
– –
-2,501
303
– –
-2,487
304
– –
-4,600
305
– –
-6,511
9 10 11 12
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