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
1976
$138 ﹤0.01%
+10
1977
$138 ﹤0.01%
+32
1978
$138 ﹤0.01%
+5
1979
$138 ﹤0.01%
+5
1980
$138 ﹤0.01%
+10
1981
$137 ﹤0.01%
+10
1982
$137 ﹤0.01%
+20
1983
$137 ﹤0.01%
+15
1984
$137 ﹤0.01%
+15
1985
$137 ﹤0.01%
+15
1986
$137 ﹤0.01%
+5
1987
$137 ﹤0.01%
+15
1988
$136 ﹤0.01%
+1
1989
$136 ﹤0.01%
+20
1990
$136 ﹤0.01%
+10
1991
$136 ﹤0.01%
+10
1992
$135 ﹤0.01%
+5
1993
$135 ﹤0.01%
+5
1994
$134 ﹤0.01%
+20
1995
$134 ﹤0.01%
+15
1996
$134 ﹤0.01%
+10
1997
$134 ﹤0.01%
+10
1998
$134 ﹤0.01%
+25
1999
$134 ﹤0.01%
+5
2000
$134 ﹤0.01%
+5