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
$774M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$12.9M
3
+$9.21M
4
EVRG icon
Evergy
EVRG
+$9.05M
5
NEE icon
NextEra Energy
NEE
+$3.89M

Top Sells

1
+$14.6M
2
+$12M
3
+$10.3M
4
WR
Westar Energy Inc
WR
+$8.8M
5
WTRG icon
Essential Utilities
WTRG
+$4.16M

Sector Composition

1 Financials 13.55%
2 Industrials 11.11%
3 Healthcare 10.89%
4 Communication Services 10.79%
5 Consumer Discretionary 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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