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
126
$1.45M 0.06%
5,589
+1
127
$1.45M 0.06%
23,230
+16,279
128
$1.4M 0.06%
20,497
+13,966
129
$1.4M 0.06%
3,792
+786
130
$1.39M 0.06%
14,605
-34
131
$1.36M 0.06%
1,828
132
$1.36M 0.06%
+34,724
133
$1.34M 0.06%
11,302
-109
134
$1.32M 0.05%
11,861
+1,884
135
$1.27M 0.05%
3,675
-281
136
$1.23M 0.05%
+28,404
137
$1.22M 0.05%
5,666
+354
138
$1.22M 0.05%
4,840
139
$1.17M 0.05%
3,377
+155
140
$1.17M 0.05%
13,981
+729
141
$1.16M 0.05%
8,330
-68
142
$1.16M 0.05%
7,501
-298
143
$1.14M 0.05%
23,637
-375
144
$1.14M 0.05%
15,021
-103
145
$1.14M 0.05%
24,009
146
$1.14M 0.05%
+4,624
147
$1.13M 0.05%
5,257
+2,785
148
$1.13M 0.05%
+55,912
149
$1.13M 0.05%
12,306
-6,854
150
$1.06M 0.04%
1,772
+87
4 5
6
7 8