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
$1.97B
AUM Growth
-$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$3.04M
3
+$2.69M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.24M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.1M

Top Sells

1
+$25.9M
2
+$9.9M
3
+$6.91M
4
INDB icon
Independent Bank
INDB
+$2.49M
5
DHR icon
Danaher
DHR
+$1.76M

Sector Composition

1 Technology 14.96%
2 Financials 13.46%
3 Healthcare 10.93%
4 Industrials 8.42%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$397K 0.02%
1,266
202
$388K 0.02%
+2,388
203
$388K 0.02%
7,707
+528
204
$387K 0.02%
+2,172
205
$382K 0.02%
2,160
-82
206
$382K 0.02%
18,826
207
$376K 0.02%
+1,671
208
$371K 0.02%
876
-4
209
$371K 0.02%
10,943
-1,237
210
$368K 0.02%
2,087
-6
211
$368K 0.02%
+1,109
212
$366K 0.02%
2,125
213
$364K 0.02%
+4,758
214
$361K 0.02%
752
-6
215
$359K 0.02%
1,940
216
$356K 0.02%
881
217
$353K 0.02%
2,050
218
$352K 0.02%
5,006
+1,567
219
$350K 0.02%
4,128
-500
220
$343K 0.02%
1,517
221
$336K 0.02%
911
222
$335K 0.02%
1,661
-200
223
$333K 0.02%
16,781
+245
224
$332K 0.02%
1,259
-9
225
$324K 0.02%
2,410
-201
7 8
9
10 11