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
2201
$103 ﹤0.01%
+5
2202
$103 ﹤0.01%
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2203
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2204
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2205
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2206
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2207
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2208
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2209
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2210
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2211
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2212
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2213
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2214
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2215
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2216
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2217
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2218
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2219
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1
2220
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2221
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2222
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2223
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2224
$94 ﹤0.01%
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2225
$94 ﹤0.01%
+5