RCAMU

Rothschild & Co Asset Management US Portfolio holdings

AUM $6.58B
1-Year Est. Return 4.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-4.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.78B
AUM Growth
+$2.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$70.4M
2
+$68.7M
3
+$66.1M
4
AMT icon
American Tower
AMT
+$62.2M
5
BAC icon
Bank of America
BAC
+$59.5M

Top Sells

1
+$38.7M
2
+$33.6M
3
+$32.1M
4
SNPS icon
Synopsys
SNPS
+$28.6M
5
HELE icon
Helen of Troy
HELE
+$25.4M

Sector Composition

1 Financials 18.64%
2 Healthcare 16.12%
3 Industrials 15.53%
4 Consumer Discretionary 10.36%
5 Technology 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
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