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
+$1.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$6.26M
3
+$5.91M
4
BLK icon
Blackrock
BLK
+$5.13M
5
META icon
Meta Platforms (Facebook)
META
+$3.85M

Top Sells

1
+$16.9M
2
+$9.83M
3
+$5.87M
4
LLY icon
Eli Lilly
LLY
+$2.94M
5
HPQ icon
HP
HPQ
+$2.55M

Sector Composition

1 Financials 16.19%
2 Healthcare 12.48%
3 Technology 10.85%
4 Industrials 9.39%
5 Consumer Staples 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.94M 0.12%
24,837
102
$1.87M 0.12%
3,244
-406
103
$1.87M 0.12%
19,884
-2,681
104
$1.87M 0.12%
21,698
105
$1.84M 0.12%
5,071
106
$1.78M 0.11%
9,289
-384
107
$1.78M 0.11%
10,954
-637
108
$1.71M 0.11%
7,200
109
$1.67M 0.11%
35,622
+2,016
110
$1.63M 0.1%
39,910
-6,251
111
$1.59M 0.1%
18,021
-842
112
$1.58M 0.1%
23,068
-21,702
113
$1.56M 0.1%
44,070
-4,268
114
$1.55M 0.1%
32,185
+4,968
115
$1.54M 0.1%
7,251
+457
116
$1.45M 0.09%
13,469
+402
117
$1.4M 0.09%
19,007
-302
118
$1.39M 0.09%
13,644
-593
119
$1.37M 0.09%
13,537
-1,682
120
$1.31M 0.08%
48,070
-1,590
121
$1.3M 0.08%
6,884
-1,800
122
$1.27M 0.08%
22,492
-272
123
$1.27M 0.08%
31,228
+317
124
$1.23M 0.08%
21,965
+254
125
$1.2M 0.08%
11,964
+1,031
3 4
5
6 7