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
476
$20K ﹤0.01%
+545
477
$19K ﹤0.01%
+398
478
$17K ﹤0.01%
+600
479
$17K ﹤0.01%
+108
480
$16K ﹤0.01%
+304
481
$16K ﹤0.01%
+400
482
$16K ﹤0.01%
+114
483
$16K ﹤0.01%
+131
484
$15K ﹤0.01%
+307
485
$14K ﹤0.01%
+100
486
$14K ﹤0.01%
+260
487
$13K ﹤0.01%
+324
488
$12K ﹤0.01%
+80
489
$12K ﹤0.01%
+143
490
$12K ﹤0.01%
+270
491
$12K ﹤0.01%
+450
492
$11K ﹤0.01%
+120
493
$11K ﹤0.01%
+143
494
$11K ﹤0.01%
+261
495
$11K ﹤0.01%
+72
496
$10K ﹤0.01%
+483
497
$9K ﹤0.01%
+85
498
$9K ﹤0.01%
+646
499
$9K ﹤0.01%
+548
500
$8K ﹤0.01%
+171
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