RIL
Rothschild Investment LLC Portfolio holdings
AUM
$1.6B
1-Year Return
17.99%
This Quarter Return
+1%
1 Year Return
+17.99%
3 Year Return
+73.94%
5 Year Return
+135.61%
10 Year Return
+254.21%
AUM
$615M
AUM Growth
–
Cap. Flow
+$615M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
22.02%
Holding
367
New
367
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$20.5M |
| 2 |
Qualcomm
QCOM
|
$17.8M |
| 3 |
GE Aerospace
GE
|
$16M |
| 4 |
JPMorgan Chase
JPM
|
$15.3M |
| 5 |
EZCH
EZCHIP SEMICONDUCTOR LIMITED ORD SHS (IL)
EZCH
|
$12.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 13.82% |
| 2 | Technology | 11.92% |
| 3 | Financials | 10.76% |
| 4 | Industrials | 10.37% |
| 5 | Energy | 10.14% |
