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
201
$486K 0.03%
3,508
+53
202
$485K 0.03%
1,910
-171
203
$481K 0.03%
4,520
-480
204
$481K 0.03%
950
205
$466K 0.02%
2,670
-330
206
$465K 0.02%
9,270
-2,170
207
$456K 0.02%
1,951
-87
208
$452K 0.02%
1,559
+165
209
$451K 0.02%
3,427
-459
210
$448K 0.02%
20,045
211
$442K 0.02%
2,428
-28
212
$436K 0.02%
1,802
+41
213
$433K 0.02%
2,373
-128
214
$428K 0.02%
829
-65
215
$425K 0.02%
3,278
-203
216
$423K 0.02%
2,395
-103
217
$422K 0.02%
2,004
+829
218
$421K 0.02%
9,369
-9,313
219
$414K 0.02%
12,209
-2,292
220
$414K 0.02%
7,014
-139
221
$414K 0.02%
2,789
222
$396K 0.02%
100
223
$396K 0.02%
1,026
224
$394K 0.02%
1,848
+100
225
$381K 0.02%
3,805
+611
7 8
9
10 11