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
1426
$5.09K ﹤0.01%
555
+285
1427
$5.08K ﹤0.01%
275
+60
1428
$5.04K ﹤0.01%
545
+240
1429
$5.04K ﹤0.01%
55
-5
1430
$5.03K ﹤0.01%
+150
1431
$5.03K ﹤0.01%
625
+245
1432
$5.02K ﹤0.01%
35
+5
1433
$5.02K ﹤0.01%
195
+55
1434
$4.98K ﹤0.01%
80
+5
1435
$4.96K ﹤0.01%
160
1436
$4.96K ﹤0.01%
110
+75
1437
$4.96K ﹤0.01%
85
+65
1438
$4.93K ﹤0.01%
65
+10
1439
$4.92K ﹤0.01%
50
-5
1440
$4.92K ﹤0.01%
145
+30
1441
$4.92K ﹤0.01%
80
+35
1442
$4.9K ﹤0.01%
250
+5
1443
$4.89K ﹤0.01%
32
+3
1444
$4.89K ﹤0.01%
370
+205
1445
$4.88K ﹤0.01%
26
+11
1446
$4.87K ﹤0.01%
345
+180
1447
$4.87K ﹤0.01%
135
+55
1448
$4.85K ﹤0.01%
110
+15
1449
$4.84K ﹤0.01%
150
+45
1450
$4.84K ﹤0.01%
185
+25
56 57
58
59 60