We are live on ! Find out more
RIL

Rothschild Investment LLC Portfolio holdings

AUM $1.91B
1-Year Est. Return 24.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,273
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$6.32M
3
+$2.82M
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$2.51M
5
ICLR icon
Icon
ICLR
+$1.65M

Top Sells

1
+$6.23M
2
+$3.61M
3
+$3.03M
4
ORCL icon
Oracle
ORCL
+$2.49M
5
NVDA icon
NVIDIA
NVDA
+$1.58M

Sector Composition

1 Technology 18.98%
2 Financials 13.51%
3 Industrials 9.79%
4 Healthcare 8.09%
5 Communication Services 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$88.9K 0.01%
515
827
$88.7K 0.01%
9,881
+9,816
828
$88.6K 0.01%
1,964
-424
829
$88K 0.01%
+317
830
$87.9K 0.01%
272
-63
831
$87.8K 0.01%
+3,538
832
$87.5K ﹤0.01%
4,232
+2,399
833
$87.2K ﹤0.01%
3,717
834
$86.9K ﹤0.01%
3,550
835
$86.4K ﹤0.01%
406
+68
836
$85.8K ﹤0.01%
1,523
+23
837
$85.7K ﹤0.01%
1,117
+165
838
$85.7K ﹤0.01%
1,392
+215
839
$85.5K ﹤0.01%
+5,735
840
$85.1K ﹤0.01%
284
+12
841
$84.9K ﹤0.01%
963
842
$84.8K ﹤0.01%
2,753
+1,431
843
$84.7K ﹤0.01%
3,157
+87
844
$84.6K ﹤0.01%
1,417
+637
845
$84.5K ﹤0.01%
371
-19
846
$84.2K ﹤0.01%
422
847
$84K ﹤0.01%
1,006
-214
848
$83.6K ﹤0.01%
440
+171
849
$83.5K ﹤0.01%
1,331
+76
850
$83.3K ﹤0.01%
775
32 33
34
35 36