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 12.57%
4 Technology 11.57%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$5K ﹤0.01%
181
+102
1652
$5K ﹤0.01%
220
+12
1653
$5K ﹤0.01%
100
1654
$5K ﹤0.01%
360
-1,500
1655
$5K ﹤0.01%
+450
1656
$4K ﹤0.01%
1,893
1657
$4K ﹤0.01%
115
+15
1658
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93
+20
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$4K ﹤0.01%
+244
1660
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+207
1661
$4K ﹤0.01%
250
1662
$4K ﹤0.01%
+56
1663
$4K ﹤0.01%
+395
1664
$4K ﹤0.01%
1,495
1665
$4K ﹤0.01%
145
1666
$4K ﹤0.01%
+58
1667
$4K ﹤0.01%
24
-2
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$4K ﹤0.01%
250
1669
$4K ﹤0.01%
+50
1670
$4K ﹤0.01%
+118
1671
$4K ﹤0.01%
150
1672
$4K ﹤0.01%
+527
1673
$4K ﹤0.01%
+50
1674
$4K ﹤0.01%
150
1675
$4K ﹤0.01%
190
65 66
67
68 69