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
851
$27.6K ﹤0.01%
910
-455
852
$27.5K ﹤0.01%
853
+10
853
$27.5K ﹤0.01%
134
+8
854
$27.2K ﹤0.01%
83
+46
855
$27.1K ﹤0.01%
174
+15
856
$27K ﹤0.01%
4,900
857
$26.9K ﹤0.01%
393
+30
858
$26.9K ﹤0.01%
316
+46
859
$26.7K ﹤0.01%
900
860
$26.7K ﹤0.01%
246
861
$26.5K ﹤0.01%
+390
862
$26.4K ﹤0.01%
675
863
$26.4K ﹤0.01%
275
+5
864
$26.3K ﹤0.01%
390
865
$26.3K ﹤0.01%
179
+32
866
$26.3K ﹤0.01%
855
+5
867
$26.3K ﹤0.01%
500
868
$26.2K ﹤0.01%
600
869
$26.2K ﹤0.01%
217
+25
870
$26.1K ﹤0.01%
132
+17
871
$26.1K ﹤0.01%
605
-175
872
$25.9K ﹤0.01%
200
873
$25.7K ﹤0.01%
1,000
874
$25.3K ﹤0.01%
7,100
875
$25K ﹤0.01%
240
+5