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
926
$19.7K ﹤0.01%
375
927
$19.6K ﹤0.01%
526
-17
928
$19.5K ﹤0.01%
200
929
$19.5K ﹤0.01%
743
930
$19.4K ﹤0.01%
538
+10
931
$19.2K ﹤0.01%
355
-190
932
$19.1K ﹤0.01%
+780
933
$19.1K ﹤0.01%
188
+28
934
$19.1K ﹤0.01%
550
-255
935
$18.9K ﹤0.01%
95
-26
936
$18.8K ﹤0.01%
772
-155
937
$18.6K ﹤0.01%
1,500
938
$18.5K ﹤0.01%
175
+25
939
$18.4K ﹤0.01%
485
940
$18.4K ﹤0.01%
1,553
+910
941
$18.3K ﹤0.01%
355
+185
942
$18.3K ﹤0.01%
151
+104
943
$18.2K ﹤0.01%
179
944
$18.1K ﹤0.01%
78
945
$18.1K ﹤0.01%
+888
946
$18.1K ﹤0.01%
350
947
$18K ﹤0.01%
418
948
$17.9K ﹤0.01%
98
+49
949
$17.7K ﹤0.01%
1,449
+20
950
$17.7K ﹤0.01%
546
+100
36 37
38
39 40