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
2076
$123 ﹤0.01%
+10
2077
$123 ﹤0.01%
+50
2078
$123 ﹤0.01%
+5
2079
$123 ﹤0.01%
+10
2080
$123 ﹤0.01%
+20
2081
$123 ﹤0.01%
+20
2082
$123 ﹤0.01%
+30
2083
$123 ﹤0.01%
+10
2084
$123 ﹤0.01%
+30
2085
$122 ﹤0.01%
+5
2086
$122 ﹤0.01%
+10
2087
$122 ﹤0.01%
+5
2088
$122 ﹤0.01%
+25
2089
$122 ﹤0.01%
+5
2090
$121 ﹤0.01%
+5
2091
$121 ﹤0.01%
+5
2092
$121 ﹤0.01%
+15
2093
$121 ﹤0.01%
+40
2094
$121 ﹤0.01%
+5
2095
$121 ﹤0.01%
+15
2096
$121 ﹤0.01%
+45
2097
$121 ﹤0.01%
+10
2098
$121 ﹤0.01%
+20
2099
$121 ﹤0.01%
+10
2100
$120 ﹤0.01%
+5