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
$4.01B
AUM Growth
-$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$1.83M
3
+$1.22M
4
URTH icon
iShares MSCI World ETF
URTH
+$888K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$869K

Top Sells

1
+$393M
2
+$328M
3
+$202M
4
FOXA icon
Fox Class A
FOXA
+$200M
5
CHTR icon
Charter Communications
CHTR
+$168M

Sector Composition

1 Financials 60.13%
2 Communication Services 23.54%
3 Industrials 15.9%
4 Consumer Staples 0.01%
5 Utilities 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
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