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
$1.49B
AUM Growth
-$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,131
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$6.7M
3
+$5.91M
4
CAT icon
Caterpillar
CAT
+$5.55M
5
BLD icon
TopBuild
BLD
+$3.47M

Top Sells

1
+$9.87M
2
+$6.29M
3
+$5.73M
4
SWK icon
Stanley Black & Decker
SWK
+$3.49M
5
AAPL icon
Apple
AAPL
+$2.52M

Sector Composition

1 Technology 16.17%
2 Financials 13.97%
3 Healthcare 9.57%
4 Industrials 8.64%
5 Communication Services 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$1.76K ﹤0.01%
115
+15
1952
$1.76K ﹤0.01%
125
+80
1953
$1.76K ﹤0.01%
554
+440
1954
$1.75K ﹤0.01%
84
+22
1955
$1.75K ﹤0.01%
50
-10
1956
$1.75K ﹤0.01%
70
-5
1957
$1.75K ﹤0.01%
40
+15
1958
$1.75K ﹤0.01%
105
+50
1959
$1.74K ﹤0.01%
80
+20
1960
$1.74K ﹤0.01%
17
+12
1961
$1.74K ﹤0.01%
60
+50
1962
$1.73K ﹤0.01%
260
+65
1963
$1.73K ﹤0.01%
65
+35
1964
$1.72K ﹤0.01%
310
+85
1965
$1.72K ﹤0.01%
110
+15
1966
$1.72K ﹤0.01%
85
+60
1967
$1.72K ﹤0.01%
10
+4
1968
$1.72K ﹤0.01%
48
+11
1969
$1.72K ﹤0.01%
40
+30
1970
$1.71K ﹤0.01%
25
+10
1971
$1.71K ﹤0.01%
40
1972
$1.71K ﹤0.01%
13
+3
1973
$1.71K ﹤0.01%
220
+30
1974
$1.71K ﹤0.01%
5
1975
$1.71K ﹤0.01%
35
+10
77 78
79
80 81