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
1701
$4K ﹤0.01%
250
1702
$4K ﹤0.01%
+56
1703
$4K ﹤0.01%
+395
1704
$4K ﹤0.01%
1,495
1705
$3K ﹤0.01%
707
1706
$3K ﹤0.01%
66
-51
1707
$3K ﹤0.01%
306
1708
$3K ﹤0.01%
134
-107
1709
$3K ﹤0.01%
3
1710
$3K ﹤0.01%
92
1711
$3K ﹤0.01%
13
1712
$3K ﹤0.01%
150
1713
$3K ﹤0.01%
106
1714
$3K ﹤0.01%
+97
1715
$3K ﹤0.01%
+88
1716
$3K ﹤0.01%
106
1717
$3K ﹤0.01%
201
-160
1718
$3K ﹤0.01%
171
1719
$3K ﹤0.01%
65
1720
$3K ﹤0.01%
+156
1721
$3K ﹤0.01%
+60
1722
$3K ﹤0.01%
+124
1723
$3K ﹤0.01%
+33
1724
$3K ﹤0.01%
977
1725
$3K ﹤0.01%
37
-60
67 68
69
70 71