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
1901
$151 ﹤0.01%
+25
1902
$150 ﹤0.01%
+5
1903
$150 ﹤0.01%
+1
1904
$150 ﹤0.01%
+15
1905
$150 ﹤0.01%
+15
1906
$150 ﹤0.01%
+15
1907
$150 ﹤0.01%
+15
1908
$150 ﹤0.01%
+10
1909
$150 ﹤0.01%
+5
1910
$150 ﹤0.01%
+10
1911
$149 ﹤0.01%
+15
1912
$149 ﹤0.01%
+15
1913
$149 ﹤0.01%
17
+15
1914
$149 ﹤0.01%
2
1915
$149 ﹤0.01%
+10
1916
$149 ﹤0.01%
+5
1917
$148 ﹤0.01%
16
+15
1918
$148 ﹤0.01%
+10
1919
$148 ﹤0.01%
+10
1920
$148 ﹤0.01%
+5
1921
$148 ﹤0.01%
5
1922
$147 ﹤0.01%
+5
1923
$147 ﹤0.01%
1
1924
$147 ﹤0.01%
+10
1925
$147 ﹤0.01%
+10
75 76
77
78 79