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
76
$4.29M 0.23%
36,130
-82
77
$4.04M 0.21%
98,170
-5,692
78
$4.01M 0.21%
21,863
+977
79
$3.83M 0.2%
43,099
-1,465
80
$3.76M 0.2%
50,654
-54,847
81
$3.49M 0.18%
18,050
+990
82
$3.31M 0.17%
6,046
-307
83
$3.29M 0.17%
68,084
-7,567
84
$3.23M 0.17%
35,462
-457
85
$2.82M 0.15%
15,615
86
$2.69M 0.14%
15,558
+183
87
$2.67M 0.14%
+15,568
88
$2.65M 0.14%
46,656
-1,438
89
$2.35M 0.12%
33,101
-216
90
$2.28M 0.12%
9,851
-77
91
$2.27M 0.12%
27,122
-5,055
92
$2.22M 0.12%
19,294
-4,737
93
$2.19M 0.12%
37,358
-592
94
$2.04M 0.11%
21,143
+1,767
95
$1.95M 0.1%
7,925
-4
96
$1.89M 0.1%
5,681
-76
97
$1.87M 0.1%
13,676
+162
98
$1.8M 0.09%
11,571
+146
99
$1.8M 0.09%
17,753
+31
100
$1.8M 0.09%
5,682
+974
2 3
4
5 6