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
1926
$147 ﹤0.01%
+10
1927
$147 ﹤0.01%
4
1928
$147 ﹤0.01%
16
+15
1929
$146 ﹤0.01%
+5
1930
$146 ﹤0.01%
+5
1931
$146 ﹤0.01%
+10
1932
$146 ﹤0.01%
+5
1933
$146 ﹤0.01%
+10
1934
$146 ﹤0.01%
+5
1935
$145 ﹤0.01%
+5
1936
$145 ﹤0.01%
+1
1937
$145 ﹤0.01%
+5
1938
$145 ﹤0.01%
+5
1939
$145 ﹤0.01%
+5
1940
$145 ﹤0.01%
+5
1941
$144 ﹤0.01%
+15
1942
$144 ﹤0.01%
+20
1943
$144 ﹤0.01%
11
+10
1944
$143 ﹤0.01%
+30
1945
$143 ﹤0.01%
+1
1946
$143 ﹤0.01%
+10
1947
$143 ﹤0.01%
+10
1948
$142 ﹤0.01%
+5
1949
$142 ﹤0.01%
+20
1950
$142 ﹤0.01%
+5
76 77
78
79 80