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
601
$10K ﹤0.01%
221
+161
602
$10K ﹤0.01%
+253
603
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+142
604
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+218
605
$10K ﹤0.01%
+47
606
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607
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608
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609
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+450
610
$10K ﹤0.01%
+89
611
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612
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613
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614
$9K ﹤0.01%
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615
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+155
616
$9K ﹤0.01%
142
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617
$9K ﹤0.01%
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618
$9K ﹤0.01%
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619
$9K ﹤0.01%
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$9K ﹤0.01%
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$9K ﹤0.01%
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623
$9K ﹤0.01%
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624
$9K ﹤0.01%
+127
625
$9K ﹤0.01%
+188
23 24
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