RIL
Rothschild Investment LLC Portfolio holdings
AUM
$1.6B
1-Year Return
17.99%
This Quarter Return
-0.82%
1 Year Return
+17.99%
3 Year Return
+73.94%
5 Year Return
+135.61%
10 Year Return
+254.21%
AUM
$1.27B
AUM Growth
-$16.8M
(-1.3%)
Cap. Flow
+$22.3M
Cap. Flow
% of AUM
1.75%
Top 10 Holdings %
Top 10 Hldgs %
19.5%
Holding
557
New
49
Increased
177
Reduced
159
Closed
35
Top Buys
| 1 |
Ford
F
|
$7.03M |
| 2 |
Hilton Worldwide
HLT
|
$6.52M |
| 3 |
ARK Genomic Revolution ETF
ARKG
|
$4.39M |
| 4 |
General Motors
GM
|
$2.46M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.68M |
Top Sells
| 1 |
Grayscale Bitcoin Trust
GBTC
|
$2.68M |
| 2 |
AbbVie
ABBV
|
$2.61M |
| 3 |
Palo Alto Networks
PANW
|
$2.53M |
| 4 |
ATH
Athene Holding Ltd. Class A Common Shares
ATH
|
$1.98M |
| 5 |
Public Storage
PSA
|
$1.86M |
Sector Composition
| 1 | Technology | 16.2% |
| 2 | Healthcare | 12.62% |
| 3 | Financials | 11.09% |
| 4 | Industrials | 9.44% |
| 5 | Consumer Discretionary | 6.38% |
