RT

Rockland Trust Portfolio holdings

AUM $2.5B
1-Year Est. Return 14.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.44B
AUM Growth
+$387M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$20.3M
3
+$19.9M
4
NVDA icon
NVIDIA
NVDA
+$19M
5
AAPL icon
Apple
AAPL
+$17.2M

Top Sells

1
+$23.9M
2
+$8.51M
3
+$3.12M
4
GLD icon
SPDR Gold Trust
GLD
+$2.61M
5
JPM icon
JPMorgan Chase
JPM
+$2.58M

Sector Composition

1 Technology 16.84%
2 Financials 13.86%
3 Healthcare 8.86%
4 Communication Services 8.04%
5 Industrials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.95M 0.12%
35,546
+22,868
102
$2.76M 0.11%
5,889
+4,329
103
$2.66M 0.11%
+10,836
104
$2.57M 0.11%
15,383
105
$2.51M 0.1%
31,988
-4,133
106
$2.51M 0.1%
36,378
-1,026
107
$2.48M 0.1%
+63,169
108
$2.43M 0.1%
12,073
+10,734
109
$2.3M 0.09%
+11,948
110
$2.12M 0.09%
13,052
-97
111
$2.03M 0.08%
6,919
+3,439
112
$2.03M 0.08%
22,186
+258
113
$2M 0.08%
9,965
-534
114
$1.86M 0.08%
16,215
+8,300
115
$1.8M 0.07%
3,765
116
$1.76M 0.07%
36,992
-10,527
117
$1.72M 0.07%
65,378
-624
118
$1.71M 0.07%
+3,736
119
$1.66M 0.07%
31,134
120
$1.65M 0.07%
4,982
-176
121
$1.64M 0.07%
8,267
+3,607
122
$1.61M 0.07%
17,507
-50
123
$1.59M 0.07%
9,329
+7,204
124
$1.58M 0.06%
15,380
-215
125
$1.48M 0.06%
4,283
-79,095
3 4
5
6 7