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
2026
$1.58K ﹤0.01%
60
+35
2027
$1.58K ﹤0.01%
65
+30
2028
$1.58K ﹤0.01%
105
+10
2029
$1.58K ﹤0.01%
52
+5
2030
$1.58K ﹤0.01%
170
+45
2031
$1.57K ﹤0.01%
45
2032
$1.57K ﹤0.01%
145
+70
2033
$1.56K ﹤0.01%
90
+60
2034
$1.56K ﹤0.01%
55
+20
2035
$1.56K ﹤0.01%
45
+15
2036
$1.56K ﹤0.01%
115
-25
2037
$1.55K ﹤0.01%
145
+35
2038
$1.55K ﹤0.01%
20
2039
$1.55K ﹤0.01%
60
+10
2040
$1.55K ﹤0.01%
95
+45
2041
$1.55K ﹤0.01%
115
+40
2042
$1.55K ﹤0.01%
135
+45
2043
$1.55K ﹤0.01%
30
+5
2044
$1.55K ﹤0.01%
21
+14
2045
$1.54K ﹤0.01%
210
+25
2046
$1.54K ﹤0.01%
70
+10
2047
$1.54K ﹤0.01%
115
+85
2048
$1.53K ﹤0.01%
50
-25
2049
$1.53K ﹤0.01%
55
+15
2050
$1.53K ﹤0.01%
85
+45
80 81
82
83 84