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
$817M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1 +$6.62M
2 +$5.43M
3 +$3.42M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.35M
5
ORCL icon
Oracle
ORCL
+$1.5M

Top Sells

1 +$5.41M
2 +$4.56M
3 +$2.65M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.11M
5
DD
Du Pont De Nemours E I
DD
+$1.91M

Sector Composition

1 Healthcare 13.68%
2 Financials 11.93%
3 Technology 11.46%
4 Consumer Discretionary 10.52%
5 Industrials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-54,825