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
1801
$179 ﹤0.01%
+5
1802
$178 ﹤0.01%
+10
1803
$178 ﹤0.01%
5
-15,795
1804
$178 ﹤0.01%
+5
1805
$178 ﹤0.01%
+10
1806
$177 ﹤0.01%
11
+10
1807
$177 ﹤0.01%
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1808
$177 ﹤0.01%
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1809
$176 ﹤0.01%
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1810
$176 ﹤0.01%
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1811
$176 ﹤0.01%
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1812
$176 ﹤0.01%
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1813
$176 ﹤0.01%
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1814
$175 ﹤0.01%
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1815
$175 ﹤0.01%
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1816
$175 ﹤0.01%
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1817
$174 ﹤0.01%
+10
1818
$174 ﹤0.01%
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1819
$174 ﹤0.01%
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1820
$173 ﹤0.01%
+10
1821
$173 ﹤0.01%
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1822
$173 ﹤0.01%
15
1823
$173 ﹤0.01%
+1
1824
$172 ﹤0.01%
+10
1825
$172 ﹤0.01%
+5