RCWMU
Rothschild & Co Wealth Management (UK) Portfolio holdings
AUM
$6.73B
1-Year Return
26.27%
This Quarter Return
+1.93%
1 Year Return
+26.27%
3 Year Return
+78.86%
5 Year Return
+128.9%
10 Year Return
+249.78%
AUM
$810M
AUM Growth
–
Cap. Flow
+$810M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
97.35%
Holding
67
New
67
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$279M |
| 2 |
American Express
AXP
|
+$122M |
| 3 |
Wells Fargo
WFC
|
+$120M |
| 4 |
Deere & Co
DE
|
+$93.7M |
| 5 |
Loews
L
|
+$92.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 75.89% |
| 2 | Industrials | 13.09% |
| 3 | Consumer Discretionary | 6.33% |
| 4 | Consumer Staples | 0.98% |
| 5 | Energy | 0.46% |
