RIL

Rothschild Investment LLC Portfolio holdings

AUM $1.77B
1-Year Est. Return 20.27%
This Quarter Est. Return
1 Year Est. Return
+20.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$782M
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$5.84M
3
+$5.58M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$2.31M
5
LPX icon
Louisiana-Pacific
LPX
+$1.77M

Top Sells

1
+$8.06M
2
+$7.74M
3
+$6.24M
4
MON
Monsanto Co
MON
+$5.26M
5
V icon
Visa
V
+$4.71M

Sector Composition

1 Healthcare 14.88%
2 Financials 14.11%
3 Technology 11.43%
4 Industrials 10.28%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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