RT
Rockland Trust Portfolio holdings
AUM
$2.05B
This Quarter Return
+3.52%
1 Year Return
+10.68%
3 Year Return
+49.21%
5 Year Return
+99.99%
10 Year Return
+206.82%
AUM
$361M
AUM Growth
–
Cap. Flow
+$361M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
30.82%
Holding
109
New
109
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
GE Aerospace
GE
|
$15.8M |
| 2 |
Microsoft
MSFT
|
$13.9M |
| 3 |
Walt Disney
DIS
|
$11.1M |
| 4 |
Wells Fargo
WFC
|
$10.6M |
| 5 |
Johnson & Johnson
JNJ
|
$10.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 13.25% |
| 2 | Financials | 12.07% |
| 3 | Communication Services | 11.99% |
| 4 | Consumer Staples | 10.39% |
| 5 | Industrials | 9.82% |
