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
$1.97B
AUM Growth
-$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$3.04M
3
+$2.69M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$2.24M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.1M

Top Sells

1
+$25.9M
2
+$9.9M
3
+$6.91M
4
INDB icon
Independent Bank
INDB
+$2.49M
5
DHR icon
Danaher
DHR
+$1.76M

Sector Composition

1 Technology 14.96%
2 Financials 13.46%
3 Healthcare 10.93%
4 Industrials 8.42%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.61M 0.08%
7,475
-450
102
$1.54M 0.08%
12,219
+316
103
$1.54M 0.08%
4,531
-342
104
$1.43M 0.07%
32,574
-235
105
$1.43M 0.07%
17,758
106
$1.35M 0.07%
32,226
+260
107
$1.34M 0.07%
11,603
+400
108
$1.3M 0.07%
+55,424
109
$1.28M 0.06%
5,168
-10
110
$1.27M 0.06%
4,699
+220
111
$1.26M 0.06%
16,917
+5,674
112
$1.26M 0.06%
15,781
+504
113
$1.26M 0.06%
30,553
-1,000
114
$1.23M 0.06%
6,284
115
$1.22M 0.06%
24,858
-5
116
$1.19M 0.06%
8,484
-9
117
$1.14M 0.06%
10,274
-254
118
$1.14M 0.06%
8,450
-566
119
$1.14M 0.06%
17,451
-589
120
$1.14M 0.06%
1,833
-46
121
$1.14M 0.06%
25,007
122
$1.14M 0.06%
9,060
-665
123
$1.14M 0.06%
23,769
-516
124
$1.12M 0.06%
13,266
-1,080
125
$1.12M 0.06%
4,248
3 4
5
6 7