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Rockefeller Capital Management

Rockefeller Capital Management Portfolio holdings

AUM $56.4B
1-Year Est. Return 25.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.2B
AUM Growth
+$2.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,118
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$115M
3
+$91.5M
4
ACGL icon
Arch Capital
ACGL
+$69.2M
5
AMZN icon
Amazon
AMZN
+$45.6M

Top Sells

1
+$138M
2
+$98.7M
3
+$92.3M
4
AWK icon
American Water Works
AWK
+$54M
5
SEDG icon
SolarEdge
SEDG
+$45.7M

Sector Composition

1 Technology 20.64%
2 Financials 15.05%
3 Healthcare 13.07%
4 Consumer Discretionary 9.61%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2801
$1K ﹤0.01%
+49
2802
$1K ﹤0.01%
+128
2803
$1K ﹤0.01%
18
2804
$1K ﹤0.01%
+60
2805
$1K ﹤0.01%
9
+6
2806
$1K ﹤0.01%
38
-22
2807
$1K ﹤0.01%
7
-4
2808
$1K ﹤0.01%
+43
2809
$1K ﹤0.01%
+625
2810
$1K ﹤0.01%
+34
2811
$1K ﹤0.01%
7
+5
2812
$1K ﹤0.01%
+92
2813
$1K ﹤0.01%
11
2814
$1K ﹤0.01%
55
-224
2815
$1K ﹤0.01%
+44
2816
$1K ﹤0.01%
+48
2817
$1K ﹤0.01%
50
2818
$1K ﹤0.01%
25
2819
$1K ﹤0.01%
+85
2820
– –
-732
2821
– –
-1,754
2822
– –
-63
2823
– –
-32,379
2824
– –
-20,305
2825
– –
-366
111 112
113
114 115