RCWMU

Rothschild & Co Wealth Management (UK) Portfolio holdings

AUM $6.73B
1-Year Est. Return 26.27%
This Quarter Est. Return
1 Year Est. Return
+26.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.01B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$84.1M
2 +$81.9M
3 +$64.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9.66M
5
DE icon
Deere & Co
DE
+$6.29M

Top Sells

1 +$40.5M
2 +$6.58M
3 +$400K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$77.3K
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$36.1K

Sector Composition

1 Financials 55.06%
2 Communication Services 24.04%
3 Industrials 10.87%
4 Materials 7.6%
5 Consumer Staples 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$10K ﹤0.01%
231
-9,238
52
$9K ﹤0.01%
+64
53
$4K ﹤0.01%
96
54
$4K ﹤0.01%
100