RIL

Rothschild Investment LLC Portfolio holdings

AUM $1.77B
1-Year Est. Return 20.27%
This Quarter Est. Return
1 Year Est. Return
+20.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
-$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,131
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$6.7M
3
+$5.91M
4
CAT icon
Caterpillar
CAT
+$5.55M
5
BLD icon
TopBuild
BLD
+$3.47M

Top Sells

1
+$9.87M
2
+$6.29M
3
+$5.73M
4
SWK icon
Stanley Black & Decker
SWK
+$3.49M
5
AAPL icon
Apple
AAPL
+$2.52M

Sector Composition

1 Technology 16.17%
2 Financials 13.97%
3 Healthcare 9.57%
4 Industrials 8.64%
5 Communication Services 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$8.27K ﹤0.01%
40
+11
1227
$8.23K ﹤0.01%
257
1228
$8.22K ﹤0.01%
105
+55
1229
$8.21K ﹤0.01%
374
-486
1230
$8.21K ﹤0.01%
85
+40
1231
$8.18K ﹤0.01%
476
-1,519
1232
$8.17K ﹤0.01%
+79
1233
$8.14K ﹤0.01%
100
1234
$8.12K ﹤0.01%
191
1235
$8.11K ﹤0.01%
85
+14
1236
$8.07K ﹤0.01%
79
+14
1237
$8.04K ﹤0.01%
50
1238
$8.03K ﹤0.01%
115
-25
1239
$8.02K ﹤0.01%
150
1240
$8.01K ﹤0.01%
150
+75
1241
$8K ﹤0.01%
305
+160
1242
$8K ﹤0.01%
105
+45
1243
$7.99K ﹤0.01%
1,123
-530
1244
$7.98K ﹤0.01%
85
+50
1245
$7.96K ﹤0.01%
220
-30
1246
$7.94K ﹤0.01%
2,025
+215
1247
$7.9K ﹤0.01%
220
+105
1248
$7.89K ﹤0.01%
260
+30
1249
$7.88K ﹤0.01%
130
+25
1250
$7.82K ﹤0.01%
223
48 49
50
51 52