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
3301
$1K ﹤0.01%
13
3302
$1K ﹤0.01%
89
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3303
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100
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3304
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3305
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3306
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3307
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57
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3309
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+44
3310
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53
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3314
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41
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3315
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75
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35
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3320
$1K ﹤0.01%
24
3321
$1K ﹤0.01%
99
3322
$1K ﹤0.01%
20
3323
$1K ﹤0.01%
110
3324
$1K ﹤0.01%
19
+14
3325
$1K ﹤0.01%
+26
131 132
133
134 135