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
2151
$1.32K ﹤0.01%
70
+55
2152
$1.32K ﹤0.01%
100
+45
2153
$1.32K ﹤0.01%
105
+60
2154
$1.32K ﹤0.01%
30
-50
2155
$1.31K ﹤0.01%
255
2156
$1.31K ﹤0.01%
170
+30
2157
$1.31K ﹤0.01%
+50
2158
$1.31K ﹤0.01%
40
+5
2159
$1.31K ﹤0.01%
180
+65
2160
$1.3K ﹤0.01%
80
+25
2161
$1.3K ﹤0.01%
35
2162
$1.3K ﹤0.01%
80
+50
2163
$1.3K ﹤0.01%
20
+10
2164
$1.3K ﹤0.01%
635
+500
2165
$1.3K ﹤0.01%
85
+30
2166
$1.29K ﹤0.01%
70
+25
2167
$1.29K ﹤0.01%
525
+320
2168
$1.29K ﹤0.01%
230
+155
2169
$1.29K ﹤0.01%
147
+5
2170
$1.28K ﹤0.01%
265
+200
2171
$1.28K ﹤0.01%
50
+10
2172
$1.28K ﹤0.01%
280
+75
2173
$1.28K ﹤0.01%
25
+15
2174
$1.27K ﹤0.01%
155
+70
2175
$1.27K ﹤0.01%
65
85 86
87
88 89