RCP
Rothschild Capital Partners Portfolio holdings
AUM
$381M
This Quarter Return
+3.23%
1 Year Return
+16.08%
3 Year Return
+77.75%
5 Year Return
+137.62%
10 Year Return
+439.99%
AUM
$179M
AUM Growth
–
Cap. Flow
+$179M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.62%
Holding
43
New
39
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Insulet
PODD
|
$13.3M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$10.3M |
| 3 |
Enterprise Products Partners
EPD
|
$8.06M |
| 4 |
Ecolab
ECL
|
$7.96M |
| 5 |
CSOD
Cornerstone OnDemand, Inc.
CSOD
|
$7.57M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 19.3% |
| 2 | Healthcare | 16.11% |
| 3 | Technology | 10.58% |
| 4 | Communication Services | 8.99% |
| 5 | Industrials | 7.8% |
