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
$1.43B
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$7.86M
3
+$7.57M
4
MRK icon
Merck
MRK
+$5.74M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.44M

Top Sells

1
+$9.59M
2
+$7.89M
3
+$7.22M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$4.55M
5
ECL icon
Ecolab
ECL
+$2.42M

Sector Composition

1 Financials 15.38%
2 Healthcare 10.88%
3 Industrials 10.05%
4 Consumer Staples 8.73%
5 Technology 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.8M 0.61%
93,406
+3,000
52
$8.78M 0.61%
141,758
+6,844
53
$8.65M 0.6%
75,331
-158
54
$8.43M 0.59%
21,383
-5,790
55
$8.29M 0.58%
138,596
+8,978
56
$8.21M 0.57%
27,932
+924
57
$7.91M 0.55%
59,732
+3,151
58
$7.86M 0.55%
+45,283
59
$7.85M 0.55%
286,781
+13,604
60
$7.75M 0.54%
182,644
+9,317
61
$7.22M 0.5%
121,955
+5,984
62
$7.16M 0.5%
130,388
+5,426
63
$7.13M 0.5%
70,283
-11,728
64
$6.6M 0.46%
98,345
-6,841
65
$6.38M 0.45%
170,105
+16,669
66
$6.07M 0.42%
83,574
+6,088
67
$5.95M 0.42%
58,471
-1,595
68
$5.77M 0.4%
71,164
-56,171
69
$5.25M 0.37%
96,777
+6,564
70
$4.73M 0.33%
260,268
-33,274
71
$4.62M 0.32%
42,803
+731
72
$4.43M 0.31%
256,008
73
$4.14M 0.29%
117,468
-13,614
74
$4.06M 0.28%
14,496
-2,921
75
$3.86M 0.27%
23,480
-660
1 2
3
4 5