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
$19B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,003
New
Increased
Reduced
Closed

Top Buys

1 +$84.6M
2 +$75.8M
3 +$69.9M
4
BLK icon
Blackrock
BLK
+$68.5M
5
AAPL icon
Apple
AAPL
+$43.3M

Top Sells

1 +$62M
2 +$57.4M
3 +$49M
4
DFS
Discover Financial Services
DFS
+$35.3M
5
ORBC
ORBCOMM, Inc.
ORBC
+$27.5M

Sector Composition

1 Technology 20.4%
2 Financials 14.65%
3 Healthcare 12.11%
4 Consumer Discretionary 7.54%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3151
$5K ﹤0.01%
+53
3152
$5K ﹤0.01%
1,204
+671
3153
$5K ﹤0.01%
998
+14
3154
$5K ﹤0.01%
62
+43
3155
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69
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3156
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+38
3157
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62
+11
3158
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192
+28
3159
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80
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3160
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600
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+82
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306
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101
+1
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$5K ﹤0.01%
37
3168
$5K ﹤0.01%
+5,625
3169
$5K ﹤0.01%
+500
3170
$5K ﹤0.01%
712
3171
$5K ﹤0.01%
168
3172
$5K ﹤0.01%
+260
3173
$5K ﹤0.01%
500
3174
$5K ﹤0.01%
245
+224
3175
$4K ﹤0.01%
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