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
176
$662K 0.03%
6,150
177
$660K 0.03%
1,810
-74
178
$634K 0.03%
1,919
179
$625K 0.03%
10,331
+271
180
$622K 0.03%
10,801
+410
181
$612K 0.03%
43,755
+24,480
182
$610K 0.03%
19,402
+1,522
183
$606K 0.03%
9,264
+866
184
$605K 0.03%
8,182
185
$601K 0.03%
6,802
-245
186
$592K 0.03%
1,065
+70
187
$591K 0.03%
8,776
-298
188
$591K 0.03%
4,895
189
$588K 0.03%
1,299
190
$585K 0.03%
9,850
-666
191
$579K 0.03%
6,026
+3,112
192
$571K 0.03%
3,368
-74
193
$565K 0.03%
2,632
-3
194
$564K 0.03%
5,811
-282
195
$550K 0.03%
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-201
196
$543K 0.03%
+1,000
197
$518K 0.03%
44,860
198
$514K 0.03%
3,153
-60
199
$511K 0.03%
4,992
-166
200
$505K 0.03%
8,008
6 7
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