RIL

Rothschild Investment LLC Portfolio holdings

AUM $1.6B
1-Year Est. Return 17.99%
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$615M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1 +$20.5M
2 +$17.8M
3 +$16M
4
JPM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$129K 0.02%
+11,650
302
$98K 0.02%
+10,315
303
$69K 0.01%
+10,000
304
$60K 0.01%
+19,035
305
$51K 0.01%
+1,345
306
$42K 0.01%
+1,000
307
$40K 0.01%
+1,200
308
$31K 0.01%
+15,000