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Home > Institutional Investor > Bronfman E.l. Rothschild, L.p. > Profile

Instuitional Investor - Bronfman E.l. Rothschild, L.p.

Fund Profile
Filing Period:
Fund Name: Bronfman E.l. Rothschild, L.p.
Portfolio Value $2,836,105,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 1,060,473 $326,255,000 11.5%
2.
Ishares Trust
 IEF 893,719 $300,343,000 10.58%
3.
Vanguard Tax-Managed Intl Fd
 4,491,402 $183,698,000 6.47%
4.
Spdr S & P 500 Etf Trust
 SPY 399,050 $133,638,000 4.71%
5.
Ishares Tr
 4,543,194 $126,982,000 4.47%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)