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
451
$28K ﹤0.01%
+285
452
$27K ﹤0.01%
+253
453
$27K ﹤0.01%
+1,500
454
$27K ﹤0.01%
+861
455
$25K ﹤0.01%
+460
456
$25K ﹤0.01%
+1,070
457
$25K ﹤0.01%
+213
458
$25K ﹤0.01%
+206
459
$24K ﹤0.01%
+1,336
460
$24K ﹤0.01%
+332
461
$24K ﹤0.01%
+222
462
$24K ﹤0.01%
+1,422
463
$23K ﹤0.01%
+400
464
$23K ﹤0.01%
+630
465
$23K ﹤0.01%
+55
466
$23K ﹤0.01%
+705
467
$23K ﹤0.01%
+524
468
$23K ﹤0.01%
+1,475
469
$22K ﹤0.01%
+156
470
$21K ﹤0.01%
+399
471
$21K ﹤0.01%
+280
472
$21K ﹤0.01%
+310
473
$21K ﹤0.01%
+408
474
$21K ﹤0.01%
+411
475
$21K ﹤0.01%
+500
17 18
19
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