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
$6.05B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$208M
2
+$199M
3
+$189M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$183M
5
JPM icon
JPMorgan Chase
JPM
+$181M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 20.8%
2 Financials 18.61%
3 Consumer Discretionary 11.82%
4 Communication Services 10.69%
5 Technology 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$92K ﹤0.01%
+5,038
377
$92K ﹤0.01%
+80
378
$91K ﹤0.01%
+456
379
$91K ﹤0.01%
+1,660
380
$90K ﹤0.01%
+2,395
381
$89K ﹤0.01%
+1,000
382
$86K ﹤0.01%
+1,400
383
$86K ﹤0.01%
+1,523
384
$85K ﹤0.01%
+4,848
385
$85K ﹤0.01%
+1,788
386
$84K ﹤0.01%
+830
387
$83K ﹤0.01%
+1,100
388
$79K ﹤0.01%
+430
389
$75K ﹤0.01%
+244
390
$75K ﹤0.01%
+3,459
391
$74K ﹤0.01%
+1,511
392
$70K ﹤0.01%
+1,870
393
$68K ﹤0.01%
+1,300
394
$67K ﹤0.01%
+890
395
$66K ﹤0.01%
+664
396
$63K ﹤0.01%
+2,341
397
$61K ﹤0.01%
+1,192
398
$61K ﹤0.01%
+1,459
399
$60K ﹤0.01%
+1,100
400
$59K ﹤0.01%
+1,100
14 15
16
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