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
$7.37B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,036
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$83.4M
3
+$40.3M
4
DE icon
Deere & Co
DE
+$30.3M
5
AAPL icon
Apple
AAPL
+$22.6M

Top Sells

1
+$176M
2
+$89.9M
3
+$66.9M
4
BIIB icon
Biogen
BIIB
+$53.4M
5
CERN
Cerner Corp
CERN
+$43.9M

Sector Composition

1 Healthcare 16.92%
2 Financials 14.94%
3 Communication Services 12.56%
4 Technology 11.57%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$53K ﹤0.01%
4,900
+100
952
$52K ﹤0.01%
2,183
+1,465
953
$52K ﹤0.01%
+2,089
954
$52K ﹤0.01%
383
+71
955
$52K ﹤0.01%
1,078
-462
956
$52K ﹤0.01%
703
-53
957
$52K ﹤0.01%
215
-8
958
$52K ﹤0.01%
383
+170
959
$52K ﹤0.01%
+382
960
$51K ﹤0.01%
688
-20
961
$51K ﹤0.01%
+1,228
962
$51K ﹤0.01%
1,470
+5
963
$51K ﹤0.01%
556
-305
964
$51K ﹤0.01%
+2,088
965
$51K ﹤0.01%
469
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966
$51K ﹤0.01%
449
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967
$51K ﹤0.01%
2,824
+2,013
968
$50K ﹤0.01%
442
-58
969
$50K ﹤0.01%
991
+1
970
$50K ﹤0.01%
4,333
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971
$50K ﹤0.01%
+1,625
972
$50K ﹤0.01%
777
+30
973
$49K ﹤0.01%
+855
974
$49K ﹤0.01%
+1,300
975
$49K ﹤0.01%
2,348
+663
37 38
39
40 41