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
$1.29B
AUM Growth
+$98.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1 +$5.78M
2 +$3.2M
3 +$1.54M
4
VNT icon
Vontier
VNT
+$1.48M
5
BWA icon
BorgWarner
BWA
+$1.36M

Top Sells

1 +$5.32M
2 +$5.05M
3 +$2.96M
4
CVA
Covanta Holding Corporation
CVA
+$2.77M
5
DHR icon
Danaher
DHR
+$2.04M

Sector Composition

1 Technology 17.28%
2 Healthcare 12.85%
3 Financials 11.02%
4 Industrials 9.52%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$0 ﹤0.01%
68,072
427
-13,100
428
-6,975