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
151
$1.05M 0.04%
6,491
+4,566
152
$1.03M 0.04%
6,646
-22
153
$1.03M 0.04%
13,158
-2,177
154
$1.02M 0.04%
+2,716
155
$1.01M 0.04%
6,893
-132
156
$995K 0.04%
35,243
+3,105
157
$994K 0.04%
5,836
+1,399
158
$981K 0.04%
+17,725
159
$970K 0.04%
11,109
+4,908
160
$958K 0.04%
8,257
161
$954K 0.04%
15,962
-259
162
$952K 0.04%
1,597
-4
163
$935K 0.04%
7,901
+4,490
164
$918K 0.04%
2,602
+830
165
$909K 0.04%
4,862
-52
166
$909K 0.04%
9,840
-55
167
$908K 0.04%
10,684
168
$879K 0.04%
2,082
169
$879K 0.04%
11,822
-317
170
$857K 0.04%
15,508
+6,761
171
$853K 0.04%
16,866
172
$841K 0.03%
9,295
173
$839K 0.03%
17,109
+1,580
174
$821K 0.03%
+2,626
175
$818K 0.03%
6,457
-1,167
5 6
7
8 9