Rockefeller Capital Management

Rockefeller Capital Management Portfolio holdings

AUM $51.1B
1-Year Est. Return 23.83%
This Quarter Est. Return
1 Year Est. Return
+23.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.14B
AUM Growth
+$89.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$47.7M
2
+$21.3M
3
+$20.5M
4
MDT icon
Medtronic
MDT
+$17.6M
5
HXL icon
Hexcel
HXL
+$17.3M

Top Sells

1
+$47.8M
2
+$41M
3
+$37.8M
4
CTRA icon
Coterra Energy
CTRA
+$30.6M
5
AMZN icon
Amazon
AMZN
+$23.7M

Sector Composition

1 Healthcare 20.78%
2 Financials 18.02%
3 Consumer Discretionary 12.2%
4 Communication Services 11.05%
5 Technology 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$617K 0.01%
2,000
252
$610K 0.01%
6,000
253
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14,184
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260
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4,892
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275
$501K 0.01%
10,520
+2,006
9 10
11
12 13