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
$1.9B
AUM Growth
-$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.92M
3
+$8.16M
4
BLK icon
Blackrock
BLK
+$6.02M
5
INDB icon
Independent Bank
INDB
+$4.69M

Top Sells

1
+$14.8M
2
+$9.85M
3
+$6.59M
4
BAC icon
Bank of America
BAC
+$5.07M
5
GE icon
GE Aerospace
GE
+$4.67M

Sector Composition

1 Technology 16.23%
2 Financials 13.64%
3 Healthcare 11.8%
4 Industrials 9.06%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.1M 0.58%
316,148
+61,965
52
$10.7M 0.57%
138,400
-18,903
53
$10.5M 0.55%
11,591
+9,011
54
$10.4M 0.55%
163,890
+3,321
55
$10.4M 0.55%
74,958
-1,556
56
$10.1M 0.54%
184,559
+6,512
57
$10.1M 0.53%
+39,249
58
$9.33M 0.49%
43,713
+41,781
59
$9.31M 0.49%
104,139
+4,324
60
$9.25M 0.49%
136,643
-11,990
61
$8.91M 0.47%
113,562
+2,297
62
$8.77M 0.46%
79,644
-26,101
63
$8.21M 0.43%
197,587
+24,148
64
$7.98M 0.42%
50,208
-29,346
65
$7.87M 0.42%
45,891
+1,009
66
$7.62M 0.4%
15,237
-67
67
$7.51M 0.4%
27,268
-5,849
68
$5.89M 0.31%
37,685
-664
69
$5.12M 0.27%
20,473
-16,790
70
$5.11M 0.27%
9,393
-217
71
$4.74M 0.25%
119,260
-127,602
72
$4.67M 0.25%
66,300
-2,340
73
$4.64M 0.24%
26,508
-60
74
$4.57M 0.24%
36,990
-1,030
75
$4.36M 0.23%
82,283
-36
1 2
3
4 5