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
501
$27K ﹤0.01%
294
+151
502
$27K ﹤0.01%
217
+103
503
$27K ﹤0.01%
+478
504
$26K ﹤0.01%
+200
505
$26K ﹤0.01%
630
506
$26K ﹤0.01%
+231
507
$25K ﹤0.01%
+394
508
$25K ﹤0.01%
+395
509
$25K ﹤0.01%
213
510
$24K ﹤0.01%
55
511
$24K ﹤0.01%
310
512
$24K ﹤0.01%
156
513
$24K ﹤0.01%
1,336
514
$23K ﹤0.01%
+2,806
515
$23K ﹤0.01%
323
-9
516
$22K ﹤0.01%
168
+68
517
$22K ﹤0.01%
222
518
$22K ﹤0.01%
345
-1,944
519
$22K ﹤0.01%
+468
520
$22K ﹤0.01%
182
+51
521
$21K ﹤0.01%
627
+27
522
$21K ﹤0.01%
+184
523
$21K ﹤0.01%
500
524
$21K ﹤0.01%
+205
525
$21K ﹤0.01%
+285
19 20
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