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
2126
$1.37K ﹤0.01%
210
+190
2127
$1.36K ﹤0.01%
+34
2128
$1.36K ﹤0.01%
75
2129
$1.36K ﹤0.01%
75
+35
2130
$1.35K ﹤0.01%
95
+25
2131
$1.35K ﹤0.01%
115
-80
2132
$1.35K ﹤0.01%
55
+20
2133
$1.34K ﹤0.01%
165
+45
2134
$1.34K ﹤0.01%
+60
2135
$1.34K ﹤0.01%
45
+10
2136
$1.34K ﹤0.01%
185
+30
2137
$1.34K ﹤0.01%
140
+45
2138
$1.34K ﹤0.01%
35
-5
2139
$1.34K ﹤0.01%
300
+45
2140
$1.34K ﹤0.01%
115
+5
2141
$1.33K ﹤0.01%
60
+25
2142
$1.33K ﹤0.01%
+10
2143
$1.33K ﹤0.01%
115
+40
2144
$1.33K ﹤0.01%
50
+20
2145
$1.33K ﹤0.01%
210
+35
2146
$1.33K ﹤0.01%
15
+10
2147
$1.32K ﹤0.01%
65
-15
2148
$1.32K ﹤0.01%
7
+5
2149
$1.32K ﹤0.01%
110
+100
2150
$1.32K ﹤0.01%
40
+15
84 85
86
87 88