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
$1.38B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,296
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$7.73M
3
+$5.21M
4
PYPL icon
PayPal
PYPL
+$3.63M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.92M

Top Sells

1
+$5.12M
2
+$3.55M
3
+$2.27M
4
BA icon
Boeing
BA
+$1.96M
5
MSTR icon
Strategy Inc
MSTR
+$1.45M

Sector Composition

1 Technology 17.05%
2 Financials 13.05%
3 Healthcare 11.22%
4 Industrials 9.43%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$83.7K 0.01%
55
627
$83.5K 0.01%
1,409
628
$83.3K 0.01%
2,756
+615
629
$83.3K 0.01%
1,500
-225
630
$83.1K 0.01%
+3,040
631
$82.9K 0.01%
437
+8
632
$82.8K 0.01%
450
633
$82.6K 0.01%
2,304
-291
634
$82.5K 0.01%
2,366
+350
635
$82.4K 0.01%
1,050
+55
636
$82.2K 0.01%
1,920
-300
637
$81.8K 0.01%
5,000
638
$81.2K 0.01%
5,820
+85
639
$80.1K 0.01%
168
+6
640
$79.5K 0.01%
969
+65
641
$79.3K 0.01%
2,715
-64
642
$79K 0.01%
2,570
+211
643
$78.3K 0.01%
972
+2
644
$78.2K 0.01%
710
645
$78.2K 0.01%
2,760
+405
646
$78.1K 0.01%
2,024
+40
647
$76.5K 0.01%
+1,386
648
$76.4K 0.01%
+3,005
649
$76K 0.01%
1,100
650
$75.6K 0.01%
243
+27
24 25
26
27 28