BE
| |
BRONFMAN E.L. ROTHSCHILD, L.P.13F | |
| BRONFMAN E.L. ROTHSCHILD, L.P. | |
| Last update 2020-11-17 | 475 Stocks (113 new) |
| Value $2.83 Bil | Turnover 54 % |
BRONFMAN E.L. ROTHSCHILD, L.P.... Top Holdings of 2020-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 1,060,473 | 326,255.0 | +136.30% | 11.540 | +6.66% | 0.150 | +19.59% | +7.78% | 660,834.1 | ||
IVV | iShares Core S&P 500 ETF | 893,719 | 300,343.0 | +126.99% | 10.620 | +5.94% | 0.130 | +19.67% | +7.80% | 634,518.9 | ||
VEA | Vanguard FTSE Developed Markets ETF | 4,491,402 | 183,698.0 | +200.96% | 6.500 | +4.34% | 0.200 | +12.49% | +19.94% | 157,607.2 | ||
SPY | S&P 500 ETF TRUST ETF | 399,050 | 133,638.0 | +473.03% | 4.730 | +3.90% | 0.040 | +19.57% | +7.72% | 643,289.7 | ||
GOVT | iShares U.S. Treasury Bond ETF | 4,543,194 | 126,982.0 | +10,488.47% | 4.490 | +4.45% | 0.680 | +0.43% | +0.56% | 27,307.2 | ||
VTI | Vanguard Total Stock Market ETF | 691,522 | 117,773.0 | +1,028.79% | 4.160 | +3.79% | 0.050 | +19.82% | +7.35% | 476,615.2 | ||
SCHF | Schwab International Equity ETF | 3,450,488 | 108,345.0 | +224.49% | 3.830 | +2.65% | 0.440 | +11.99% | +19.38% | 48,597.1 | ||
SCHD | Schwab US Dividend Equity ETF | 1,606,584 | 88,844.0 | +161.02% | 3.140 | +1.94% | 0.360 | +7.34% | +0.77% | 70,469.5 | ||
IJH | iShares Core S&P Mid-Cap ETF | 1,975,830 | 73,228.0 | +127.54% | 2.590 | +1.45% | 0.160 | +16.06% | +2.45% | 97,230.9 | ||
VO | Vanguard Mid-Cap ETF | 388,427 | 68,464.0 | +10.23% | 2.420 | +0.22% | 0.170 | +16.32% | +8.70% | 80,548.8 |
BRONFMAN E.L. ROTHSCHILD, L.P.'s Historical Top Holdings Breakdowns
BRONFMAN E.L. ROTHSCHILD, L.P. Total Holding History ($B)
BRONFMAN E.L. ROTHSCHILD, L.P.'s Asset Allocation
BRONFMAN E.L. ROTHSCHILD, L.P. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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BRONFMAN E.L. ROTHSCHILD, L.P.'s Hypothetical Growth since 2020-09-30
BRONFMAN E.L. ROTHSCHILD, L.P.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BRONFMAN E.L. ROTHSCHILD, L.P.'s Holdings Heat Map
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BRONFMAN E.L. ROTHSCHILD, L.P.'s Holdings Bubble Chart
BRONFMAN E.L. ROTHSCHILD, L.P. News
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