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
151
$861K 0.05%
18,115
+428
152
$859K 0.05%
16,214
+400
153
$854K 0.05%
10,774
+303
154
$849K 0.04%
10,632
+157
155
$847K 0.04%
10,684
156
$832K 0.04%
8,141
-2,509
157
$810K 0.04%
1,690
-100
158
$804K 0.04%
7,033
-274
159
$801K 0.04%
7,839
+205
160
$789K 0.04%
10,490
-179
161
$787K 0.04%
27,051
162
$781K 0.04%
13,777
+210
163
$772K 0.04%
4,925
164
$761K 0.04%
30,470
165
$749K 0.04%
2,865
-137
166
$746K 0.04%
39,050
+1,106
167
$729K 0.04%
12,634
-5
168
$704K 0.04%
9,765
-197
169
$691K 0.04%
5,985
+81
170
$689K 0.04%
8,777
+24
171
$687K 0.04%
15,135
172
$682K 0.04%
2,892
-353
173
$681K 0.04%
6,170
-212
174
$670K 0.04%
1,435
+665
175
$665K 0.04%
4,140
-100
5 6
7
8 9