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
726
$3K ﹤0.01%
+168
727
$3K ﹤0.01%
+69
728
$3K ﹤0.01%
+87
729
$3K ﹤0.01%
+20
730
$3K ﹤0.01%
+72
731
$3K ﹤0.01%
34
-251
732
$3K ﹤0.01%
+238
733
$3K ﹤0.01%
+18
734
$3K ﹤0.01%
+500
735
$3K ﹤0.01%
+32
736
$3K ﹤0.01%
72
737
$3K ﹤0.01%
+3
738
$2K ﹤0.01%
+18
739
$2K ﹤0.01%
+123
740
$2K ﹤0.01%
+36
741
$2K ﹤0.01%
+36
742
$2K ﹤0.01%
+28
743
$2K ﹤0.01%
+31
744
$2K ﹤0.01%
42
745
$2K ﹤0.01%
167
746
$2K ﹤0.01%
+31
747
$2K ﹤0.01%
+8
748
$2K ﹤0.01%
+57
749
$2K ﹤0.01%
+32
750
$2K ﹤0.01%
62
28 29
30
31 32