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
1951
$142 ﹤0.01%
+1
1952
$142 ﹤0.01%
+10
1953
$142 ﹤0.01%
+5
1954
$141 ﹤0.01%
+10
1955
$141 ﹤0.01%
+50
1956
$141 ﹤0.01%
+20
1957
$141 ﹤0.01%
+10
1958
$141 ﹤0.01%
+5
1959
$140 ﹤0.01%
+10
1960
$140 ﹤0.01%
+20
1961
$140 ﹤0.01%
+30
1962
$140 ﹤0.01%
22
+20
1963
$140 ﹤0.01%
58
+55
1964
$140 ﹤0.01%
+5
1965
$140 ﹤0.01%
+15
1966
$139 ﹤0.01%
+5
1967
$139 ﹤0.01%
+20
1968
$139 ﹤0.01%
+10
1969
$139 ﹤0.01%
+10
1970
$139 ﹤0.01%
+5
1971
$139 ﹤0.01%
+10
1972
$138 ﹤0.01%
+10
1973
$138 ﹤0.01%
+20
1974
$138 ﹤0.01%
+10
1975
$138 ﹤0.01%
+10
77 78
79
80 81