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
101
$1.76M 0.09%
2,076
-35
102
$1.75M 0.09%
22,306
-3,043
103
$1.75M 0.09%
7,200
104
$1.61M 0.09%
36,862
-6,586
105
$1.56M 0.08%
20,543
-7,106
106
$1.56M 0.08%
5,212
-110
107
$1.42M 0.07%
17,758
108
$1.4M 0.07%
26,913
+222
109
$1.39M 0.07%
14,031
+4
110
$1.37M 0.07%
32,228
-8,421
111
$1.35M 0.07%
27,659
-8,221
112
$1.31M 0.07%
27,310
-807
113
$1.3M 0.07%
8,754
-1,687
114
$1.29M 0.07%
32,958
-456
115
$1.29M 0.07%
12,066
116
$1.28M 0.07%
8,796
-2,149
117
$1.28M 0.07%
6,999
+4,737
118
$1.27M 0.07%
9,012
-576
119
$1.27M 0.07%
16,100
-2,127
120
$1.25M 0.07%
10,248
+447
121
$1.24M 0.07%
12,958
-15
122
$1.23M 0.06%
25,318
-2,268
123
$1.15M 0.06%
6,295
-313
124
$1.14M 0.06%
14,970
+686
125
$1.14M 0.06%
5,182
+28
3 4
5
6 7