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
$1.45B
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$14.1M
3
+$13.1M
4
MRK icon
Merck
MRK
+$11.4M
5
V icon
Visa
V
+$9.72M

Top Sells

1
+$20.3M
2
+$16.3M
3
+$14.3M
4
CVX icon
Chevron
CVX
+$13.4M
5
WTRG icon
Essential Utilities
WTRG
+$11.4M

Sector Composition

1 Financials 14.03%
2 Industrials 10.29%
3 Healthcare 10.19%
4 Consumer Staples 8.95%
5 Technology 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.1M 0.7%
44,174
-192
52
$9.41M 0.65%
240,333
+3,070
53
$9.19M 0.64%
79,247
+9,219
54
$8.71M 0.6%
75,489
-541
55
$8.7M 0.6%
90,406
-5,769
56
$8.59M 0.59%
82,011
-127,759
57
$8.25M 0.57%
273,177
-24,178
58
$8.16M 0.56%
134,914
+293
59
$7.9M 0.55%
129,618
-163
60
$7.75M 0.54%
115,971
+1,178
61
$7.72M 0.53%
27,008
+206
62
$7.57M 0.52%
56,581
+5,723
63
$7.14M 0.49%
173,327
-21,095
64
$6.78M 0.47%
105,186
-6,125
65
$6.11M 0.42%
60,066
-2,227
66
$5.95M 0.41%
124,962
-4,420
67
$5.77M 0.4%
293,542
-56,100
68
$5.63M 0.39%
153,436
-3,579
69
$5.56M 0.38%
77,486
+1,786
70
$5.28M 0.36%
90,213
+951
71
$5.07M 0.35%
131,082
+5,844
72
$4.75M 0.33%
17,417
-52,345
73
$4.74M 0.33%
42,072
-994
74
$4.45M 0.31%
256,008
75
$4.15M 0.29%
24,140
-1,320
1 2
3
4 5