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RCWMU
Rothschild & Co Wealth Management (UK) Portfolio holdings
AUM
$6.53B
1-Year Est. Return
0.87%
This Fund
S&P 500
1 Year Est. Return
-0.87%
AUM
$6.53B
AUM Growth
+$175M
(+2.8%)
Holding
27
Top Buys
| 1 | +$597M | |
| 2 | +$132M | |
| 3 | +$130M | |
| 4 |
VSNT
Versant Media Group
VSNT
|
+$15.1M |
| 5 |
Texas Instruments
TXN
|
+$4.07M |
Top Sells
| 1 | +$29.9M | |
| 2 | +$21M | |
| 3 | +$15.8M | |
| 4 |
Canadian Pacific Kansas City
CP
|
+$7.03M |
| 5 |
Deere & Co
DE
|
+$5.78M |
Sector Composition
| 1 | Financials | 50.76% |
| 2 | Industrials | 25.03% |
| 3 | Consumer Discretionary | 11.42% |
| 4 | Communication Services | 8.42% |
| 5 | Technology | 3.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Fox Class A
FOXA
$21.9B
| – | – |
-409,427
|
|
||
27
LendingClub
LC
$2.22B
| – | – |
-99,000
|
|