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
351
$156K ﹤0.01%
1,467
+95
352
$156K ﹤0.01%
+3,753
353
$156K ﹤0.01%
726
+31
354
$154K ﹤0.01%
2,710
+13
355
$152K ﹤0.01%
2,400
356
$149K ﹤0.01%
3,300
357
$148K ﹤0.01%
1,440
358
$147K ﹤0.01%
3,615
359
$145K ﹤0.01%
2,325
360
$142K ﹤0.01%
+891
361
$139K ﹤0.01%
3,919
362
$137K ﹤0.01%
825
+25
363
$137K ﹤0.01%
2,664
364
$135K ﹤0.01%
+1,020
365
$135K ﹤0.01%
+877
366
$132K ﹤0.01%
5,416
367
$130K ﹤0.01%
+1,365
368
$125K ﹤0.01%
80
369
$125K ﹤0.01%
1,000
370
$123K ﹤0.01%
5,402
+554
371
$121K ﹤0.01%
4,745
372
$116K ﹤0.01%
+1,979
373
$111K ﹤0.01%
4,927
374
$110K ﹤0.01%
1,400
375
$110K ﹤0.01%
+2,968
13 14
15
16 17