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
1751
$3K ﹤0.01%
150
1752
$3K ﹤0.01%
+45
1753
$3K ﹤0.01%
2,750
1754
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150
1755
$3K ﹤0.01%
383
1756
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66
1757
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504
-226
1758
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13
1759
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+41
1760
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420
-2,065
1761
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229
-5
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40
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+78
1764
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72
1765
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+301
1766
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+61
1767
$2K ﹤0.01%
+145
1768
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57
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90
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110
-86
1771
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250
1772
$2K ﹤0.01%
+94
1773
$2K ﹤0.01%
86
-130
1774
$2K ﹤0.01%
25
1775
$2K ﹤0.01%
72
69 70
71
72 73