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
976
$49K ﹤0.01%
858
-13
977
$48K ﹤0.01%
+3,292
978
$48K ﹤0.01%
2,688
+366
979
$48K ﹤0.01%
+2,095
980
$48K ﹤0.01%
2,028
+281
981
$48K ﹤0.01%
285
+195
982
$48K ﹤0.01%
+1,198
983
$48K ﹤0.01%
2,460
+2,100
984
$47K ﹤0.01%
+1,981
985
$47K ﹤0.01%
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986
$47K ﹤0.01%
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987
$47K ﹤0.01%
+1,376
988
$46K ﹤0.01%
6,222
-47,580
989
$46K ﹤0.01%
422
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990
$46K ﹤0.01%
+993
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$46K ﹤0.01%
370
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$46K ﹤0.01%
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993
$45K ﹤0.01%
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994
$45K ﹤0.01%
3,013
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995
$45K ﹤0.01%
1,130
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996
$45K ﹤0.01%
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997
$45K ﹤0.01%
436
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998
$45K ﹤0.01%
4,527
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999
$45K ﹤0.01%
1,118
-721
1000
$45K ﹤0.01%
+3,800
38 39
40
41 42