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
1951
– –
-418
1952
– –
-5,031
1953
– –
-78
1954
– –
-5,755
1955
– –
-129
1956
– –
-200
1957
– –
-625
1958
– –
-79
1959
– –
-11,000
1960
– –
-782
1961
– –
-197
1962
– –
-266
1963
– –
-863
1964
– –
-85
1965
– –
-36
1966
– –
-3,579
1967
– –
-906
1968
– –
-610
1969
– –
-149
1970
– –
-6,736
1971
$0 ﹤0.01%
17
-15
1972
– –
-411
1973
– –
-470
1974
– –
-11,426
1975
– –
-651
77 78
79
80 81