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
1176
$3.1K ﹤0.01%
+123
1177
$3.08K ﹤0.01%
+128
1178
$3.06K ﹤0.01%
159
-64
1179
$3.05K ﹤0.01%
45
+20
1180
$3.02K ﹤0.01%
22
+2
1181
$2.98K ﹤0.01%
11
+2
1182
$2.98K ﹤0.01%
211
+24
1183
$2.8K ﹤0.01%
167
1184
$2.76K ﹤0.01%
160
+10
1185
$2.76K ﹤0.01%
24
1186
$2.73K ﹤0.01%
+40
1187
$2.65K ﹤0.01%
47
+20
1188
$2.57K ﹤0.01%
160
+10
1189
$2.55K ﹤0.01%
475
+25
1190
$2.52K ﹤0.01%
36
+27
1191
$2.45K ﹤0.01%
35
-30
1192
$2.45K ﹤0.01%
127
-83
1193
$2.45K ﹤0.01%
40
1194
$2.44K ﹤0.01%
31
1195
$2.43K ﹤0.01%
1,825
-100
1196
$2.42K ﹤0.01%
47
1197
$2.33K ﹤0.01%
147
1198
$2.33K ﹤0.01%
900
-1,337
1199
$2.3K ﹤0.01%
30
+5
1200
$2.28K ﹤0.01%
70
+20
46 47
48
49 50