Rockefeller Capital Management

Rockefeller Capital Management Portfolio holdings

AUM $45.6B
1-Year Est. Return 21.96%
This Quarter Est. Return
1 Year Est. Return
+21.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.17B
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,144
New
Increased
Reduced
Closed

Top Buys

1 +$71.4M
2 +$70.3M
3 +$40.9M
4
META icon
Meta Platforms (Facebook)
META
+$39M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$31.2M

Top Sells

1 +$149M
2 +$90.6M
3 +$47.1M
4
AWK icon
American Water Works
AWK
+$33.3M
5
PRO icon
PROS Holdings
PRO
+$15.6M

Sector Composition

1 Healthcare 18.67%
2 Financials 15.82%
3 Communication Services 13.11%
4 Technology 11.02%
5 Consumer Discretionary 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
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1827
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-14,345
1830
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1834
$0 ﹤0.01%
5
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1839
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1840
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1842
$0 ﹤0.01%
2
1843
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1844
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1846
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1847
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1848
-1,409
1849
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1850
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