RT

Rockland Trust Portfolio holdings

AUM $2.54B
1-Year Est. Return 16.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$1.4M
3
+$1.11M
4
INDB icon
Independent Bank
INDB
+$1.04M
5
MRK icon
Merck
MRK
+$953K

Top Sells

1
+$6.75M
2
+$1.55M
3
+$1.17M
4
ABBV icon
AbbVie
ABBV
+$908K
5
AIG icon
American International
AIG
+$767K

Sector Composition

1 Healthcare 12.9%
2 Financials 11.59%
3 Energy 9.96%
4 Consumer Staples 9.79%
5 Industrials 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-8,512
127
– –
-34,283
128
– –
-3,116
129
– –
-37,815
130
– –
-2,386
131
– –
-15,336
132
– –
-2,649
133
– –
-5,035
134
– –
-10,100
2 3 4 5
6