Rockefeller Capital Management

Rockefeller Capital Management Portfolio holdings

AUM $55.5B
1-Year Est. Return 22.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.27%
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 +$226M
2 +$218M
3 +$196M
4
V icon
Visa
V
+$191M
5
JPM icon
JPMorgan Chase
JPM
+$187M

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
526
$0 ﹤0.01%
+2
527
0
528
$0 ﹤0.01%
+3