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
2101
$120 ﹤0.01%
+25
2102
$120 ﹤0.01%
+5
2103
$120 ﹤0.01%
+5
2104
$120 ﹤0.01%
+5
2105
$119 ﹤0.01%
+15
2106
$119 ﹤0.01%
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2107
$119 ﹤0.01%
+20
2108
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+10
2109
$119 ﹤0.01%
+5
2110
$119 ﹤0.01%
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2111
$119 ﹤0.01%
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2112
$118 ﹤0.01%
+10
2113
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2114
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+30
2115
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2116
$118 ﹤0.01%
+5
2117
$118 ﹤0.01%
+20
2118
$118 ﹤0.01%
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2119
$117 ﹤0.01%
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2120
$117 ﹤0.01%
+10
2121
$117 ﹤0.01%
+15
2122
$117 ﹤0.01%
+25
2123
$116 ﹤0.01%
+25
2124
$116 ﹤0.01%
+5
2125
$116 ﹤0.01%
+10