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
51
$9.45M 0.6%
48,892
+3,609
52
$9.37M 0.6%
21,466
+83
53
$9.27M 0.59%
26,568
-1,364
54
$9.06M 0.58%
63,415
+3,683
55
$8.92M 0.57%
95,926
+2,520
56
$8.76M 0.56%
292,592
-25,181
57
$8.53M 0.54%
+17,340
58
$8.52M 0.54%
+46,579
59
$8.49M 0.54%
74,426
-905
60
$8.29M 0.53%
133,051
+11,096
61
$8.03M 0.51%
180,389
-2,255
62
$7.91M 0.5%
67,411
-2,872
63
$7.77M 0.5%
66,460
-14,339
64
$7.27M 0.46%
127,805
-2,583
65
$7.22M 0.46%
84,643
+1,069
66
$6.66M 0.42%
57,389
-1,082
67
$6.54M 0.42%
22,407
+19,705
68
$6.51M 0.41%
96,018
-2,327
69
$6.09M 0.39%
45,001
+2,198
70
$6.03M 0.38%
69,292
-101,806
71
$5.79M 0.37%
59,900
-11,264
72
$5.67M 0.36%
105,420
+8,643
73
$5.58M 0.36%
142,771
-27,334
74
$5.24M 0.33%
+67,692
75
$5.23M 0.33%
11,012
+7,540
1 2
3
4 5