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
$1.45B
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$14.1M
3
+$13.1M
4
MRK icon
Merck
MRK
+$11.4M
5
V icon
Visa
V
+$9.72M

Top Sells

1
+$20.3M
2
+$16.3M
3
+$14.3M
4
CVX icon
Chevron
CVX
+$13.4M
5
WTRG icon
Essential Utilities
WTRG
+$11.4M

Sector Composition

1 Financials 14.03%
2 Industrials 10.29%
3 Healthcare 10.19%
4 Consumer Staples 8.95%
5 Technology 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.19M 0.08%
10,524
-321
127
$1.18M 0.08%
25,813
-250,363
128
$1.18M 0.08%
14,300
-269
129
$1.16M 0.08%
5,296
-908
130
$1.13M 0.08%
11,019
-2,740
131
$1.1M 0.08%
18,053
-1,035
132
$1.09M 0.08%
38,848
-5,440
133
$1.09M 0.08%
4,187
-100
134
$1.04M 0.07%
1,781
-4
135
$1M 0.07%
7,928
-1,303
136
$1M 0.07%
5,562
+678
137
$993K 0.07%
29,501
-3,304
138
$978K 0.07%
48,920
-9,800
139
$975K 0.07%
10,259
+1,532
140
$957K 0.07%
11,105
+81
141
$956K 0.07%
41,638
-2,579
142
$955K 0.07%
3,599
-57
143
$949K 0.07%
12,153
-2,489
144
$948K 0.07%
3,994
145
$941K 0.07%
7,577
+4,253
146
$940K 0.07%
3,856
-1,069
147
$938K 0.06%
6,585
-2,436
148
$934K 0.06%
8,254
-908
149
$909K 0.06%
24,500
-466
150
$901K 0.06%
10,889
+200
4 5
6
7 8