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
$17.8B
AUM Growth
+$2.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,762
New
Increased
Reduced
Closed

Top Buys

1
+$68.4M
2
+$64.5M
3
+$56.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$42.4M
5
AAPL icon
Apple
AAPL
+$40.3M

Top Sells

1
+$120M
2
+$81.8M
3
+$81.1M
4
AEM icon
Agnico Eagle Mines
AEM
+$54.5M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$48.4M

Sector Composition

1 Technology 20.15%
2 Financials 14.32%
3 Healthcare 12.64%
4 Consumer Discretionary 8.27%
5 Industrials 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$1.24M 0.01%
99,029
+157
852
$1.24M 0.01%
6,441
+1,811
853
$1.23M 0.01%
42,264
-129
854
$1.23M 0.01%
10,720
+2,424
855
$1.23M 0.01%
27,758
+12,755
856
$1.23M 0.01%
14,458
-732
857
$1.23M 0.01%
16,269
+10,531
858
$1.22M 0.01%
122,678
+38,178
859
$1.22M 0.01%
23,253
+19,768
860
$1.22M 0.01%
16,839
+1,555
861
$1.22M 0.01%
16,495
-15,672
862
$1.22M 0.01%
54,232
+36,184
863
$1.21M 0.01%
142,251
+18,680
864
$1.21M 0.01%
93,085
865
$1.2M 0.01%
19,473
+11,340
866
$1.2M 0.01%
15,494
+183
867
$1.2M 0.01%
41,903
+11,061
868
$1.19M 0.01%
52,373
+19,140
869
$1.19M 0.01%
135,191
+13,301
870
$1.19M 0.01%
20,500
+4,150
871
$1.19M 0.01%
35,044
+22
872
$1.18M 0.01%
22,715
+15,132
873
$1.18M 0.01%
22,608
+2,002
874
$1.18M 0.01%
39,071
+2,098
875
$1.18M 0.01%
11,982
+2,175
33 34
35
36 37