RCP

Rothschild Capital Partners Portfolio holdings

AUM $381M
1-Year Est. Return 16.08%
This Quarter Est. Return
1 Year Est. Return
+16.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$412M
AUM Growth
+$53.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$6.52M
3
+$4.12M
4
MSFT icon
Microsoft
MSFT
+$3.77M
5
NVDA icon
NVIDIA
NVDA
+$3.01M

Top Sells

1
+$9.77M
2
+$4.76M
3
+$2.8M
4
MDT icon
Medtronic
MDT
+$2.71M
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$203K

Sector Composition

1 Technology 19.32%
2 Financials 11.89%
3 Communication Services 8.24%
4 Consumer Discretionary 7.99%
5 Healthcare 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.5M 0.85%
19,959
-16,003
27
$3.01M 0.73%
+22,447
28
$2.24M 0.54%
31,124
+3,075
29
$1.93M 0.47%
+39,870
30
$1.72M 0.42%
36,010
-877
31
$1.5M 0.37%
+2,570
32
$1.4M 0.34%
+6,027
33
$1.3M 0.31%
+3,210
34
$1.21M 0.29%
+2,680
35
$769K 0.19%
1,312
+4
36
$760K 0.18%
+984
37
$633K 0.15%
1,175
-79
38
$630K 0.15%
+5,855
39
$606K 0.15%
+680
40
$603K 0.15%
+7,070
41
$566K 0.14%
3,343
+170
42
$538K 0.13%
12,216
-283
43
$514K 0.12%
+3,063
44
$506K 0.12%
+960
45
$504K 0.12%
+550
46
$488K 0.12%
+5,399
47
$486K 0.12%
+1,250
48
$486K 0.12%
3,222
49
$476K 0.12%
8,179
+1,283
50
$474K 0.12%
6,079
+895
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2
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