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
$17.8B
AUM Growth
+$2.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,762
New
Increased
Reduced
Closed

Top Buys

1
+$68.4M
2
+$64.5M
3
+$56.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$42.4M
5
AAPL icon
Apple
AAPL
+$40.3M

Top Sells

1
+$120M
2
+$81.8M
3
+$81.1M
4
AEM icon
Agnico Eagle Mines
AEM
+$54.5M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$48.4M

Sector Composition

1 Technology 20.15%
2 Financials 14.32%
3 Healthcare 12.64%
4 Consumer Discretionary 8.27%
5 Industrials 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3101
$3K ﹤0.01%
172
3102
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3103
$3K ﹤0.01%
+225
3104
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37
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3105
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3108
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305
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3109
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+70
3110
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3111
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600
3112
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3114
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3115
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225
3116
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3119
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63
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3120
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84
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3122
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3123
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101
-283
3124
$3K ﹤0.01%
+118
3125
$3K ﹤0.01%
405
123 124
125
126 127