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
1151
$4.43K ﹤0.01%
180
1152
$4.39K ﹤0.01%
213
1153
$4.34K ﹤0.01%
60
-7,612
1154
$4.31K ﹤0.01%
30
1155
$4.15K ﹤0.01%
19
-1
1156
$4.09K ﹤0.01%
38
-1,562
1157
$4.08K ﹤0.01%
335
1158
$4.06K ﹤0.01%
112
1159
$4.05K ﹤0.01%
24
-7
1160
$4K ﹤0.01%
400
1161
$4K ﹤0.01%
373
1162
$3.96K ﹤0.01%
50
+15
1163
$3.94K ﹤0.01%
45
+15
1164
$3.94K ﹤0.01%
+34
1165
$3.86K ﹤0.01%
115
+15
1166
$3.74K ﹤0.01%
62
+5
1167
$3.73K ﹤0.01%
60
1168
$3.72K ﹤0.01%
14
+1
1169
$3.62K ﹤0.01%
105
+5
1170
$3.57K ﹤0.01%
150
1171
$3.56K ﹤0.01%
16
1172
$3.54K ﹤0.01%
55
1173
$3.39K ﹤0.01%
50
1174
$3.37K ﹤0.01%
31
+15
1175
$3.12K ﹤0.01%
58
+11
45 46
47
48 49