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
526
$21K ﹤0.01%
+69
527
$21K ﹤0.01%
+254
528
$21K ﹤0.01%
+376
529
$20K ﹤0.01%
+362
530
$20K ﹤0.01%
+490
531
$20K ﹤0.01%
1,475
532
$20K ﹤0.01%
+360
533
$19K ﹤0.01%
411
534
$19K ﹤0.01%
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535
$19K ﹤0.01%
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536
$19K ﹤0.01%
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537
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538
$18K ﹤0.01%
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539
$18K ﹤0.01%
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540
$18K ﹤0.01%
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541
$18K ﹤0.01%
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542
$17K ﹤0.01%
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$17K ﹤0.01%
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544
$17K ﹤0.01%
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545
$17K ﹤0.01%
433
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546
$17K ﹤0.01%
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547
$16K ﹤0.01%
+530
548
$16K ﹤0.01%
+174
549
$16K ﹤0.01%
+187
550
$16K ﹤0.01%
307
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