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
$1.38B
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
1451
$393 ﹤0.01%
+5
1452
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1453
$390 ﹤0.01%
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1454
$389 ﹤0.01%
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1455
$387 ﹤0.01%
+10
1456
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1457
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1458
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1459
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1460
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1461
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1466
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1467
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+5
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$370 ﹤0.01%
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$369 ﹤0.01%
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1473
$367 ﹤0.01%
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$363 ﹤0.01%
+5
1475
$362 ﹤0.01%
+5
57 58
59
60 61