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
651
$75.3K 0.01%
+815
652
$75.2K 0.01%
542
+69
653
$74.9K 0.01%
489
-62
654
$74.5K 0.01%
1,177
655
$73.6K 0.01%
750
656
$72.8K 0.01%
651
-25
657
$72.7K 0.01%
1,533
+137
658
$72.6K 0.01%
1,214
+30
659
$72.5K 0.01%
3,330
+74
660
$72.3K 0.01%
1,470
+80
661
$72.2K 0.01%
1,100
+200
662
$72.2K 0.01%
400
663
$72K 0.01%
10,000
664
$71.9K 0.01%
2,002
+160
665
$71.8K 0.01%
1,548
666
$71.8K 0.01%
895
+15
667
$71.6K 0.01%
481
+20
668
$71.6K 0.01%
6,000
+4,500
669
$71.4K 0.01%
+1,832
670
$70.2K 0.01%
1,400
-300
671
$69.6K 0.01%
521
+4
672
$68.8K 0.01%
800
673
$68.6K 0.01%
1,326
+359
674
$68.4K 0.01%
5,900
675
$68.1K ﹤0.01%
+706
25 26
27
28 29