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
426
$39K ﹤0.01%
+373
427
$39K ﹤0.01%
+706
428
$38K ﹤0.01%
+668
429
$37K ﹤0.01%
+473
430
$37K ﹤0.01%
+1,219
431
$36K ﹤0.01%
+149
432
$36K ﹤0.01%
+152
433
$35K ﹤0.01%
+1,717
434
$35K ﹤0.01%
+1,035
435
$35K ﹤0.01%
+725
436
$34K ﹤0.01%
+360
437
$33K ﹤0.01%
+265
438
$33K ﹤0.01%
+520
439
$33K ﹤0.01%
+528
440
$33K ﹤0.01%
+214
441
$32K ﹤0.01%
+624
442
$32K ﹤0.01%
+910
443
$32K ﹤0.01%
+400
444
$31K ﹤0.01%
+211
445
$31K ﹤0.01%
+890
446
$30K ﹤0.01%
+3,791
447
$30K ﹤0.01%
+366
448
$30K ﹤0.01%
+23
449
$29K ﹤0.01%
+800
450
$29K ﹤0.01%
+552
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