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
126
$1.14M 0.06%
31,802
+192
127
$1.1M 0.06%
6,353
-348
128
$1.08M 0.06%
1,879
-30
129
$1.07M 0.06%
34,456
-268
130
$1.06M 0.06%
4,374
+64
131
$1.05M 0.06%
8,832
-242
132
$1.04M 0.06%
3,070
-10
133
$1.01M 0.05%
10,299
134
$1.01M 0.05%
4,263
135
$988K 0.05%
18,461
-29
136
$986K 0.05%
17,404
-7,887
137
$964K 0.05%
11,435
+111
138
$958K 0.05%
3,066
+21
139
$938K 0.05%
71,140
-370
140
$937K 0.05%
23,608
+213
141
$937K 0.05%
11,475
+185
142
$934K 0.05%
10,461
-465
143
$932K 0.05%
9,284
-1,286
144
$910K 0.05%
9,361
+186
145
$904K 0.05%
16,666
146
$900K 0.05%
6,592
-1,837
147
$898K 0.05%
+9,784
148
$896K 0.05%
3,237
149
$882K 0.05%
1,648
-19
150
$874K 0.05%
+3,828
4 5
6
7 8