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Rockefeller Capital Management

Rockefeller Capital Management Portfolio holdings

AUM $56.4B
1-Year Est. Return 25.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.18%
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
+$141M
2
+$85.8M
3
+$40.3M
4
DE icon
Deere & Co
DE
+$28.7M
5
PAGP icon
Plains GP Holdings
PAGP
+$23.4M

Top Sells

1
+$169M
2
+$86.3M
3
+$69.3M
4
BIIB icon
Biogen
BIIB
+$53.4M
5
CERN
Cerner Corp
CERN
+$45.6M

Sector Composition

1 Healthcare 16.92%
2 Financials 14.94%
3 Communication Services 12.57%
4 Technology 11.57%
5 Industrials 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
– –
-2,563
1977
– –
0
1978
– –
-15,479
1979
$0 ﹤0.01%
+8
1980
– –
-67
1981
– –
-51
1982
– –
0
1983
– –
-4,143
1984
– –
-2,020
1985
– –
-9,906
1986
– –
0
1987
– –
-83
1988
– –
0
1989
$0 ﹤0.01%
50
1990
– –
-2
1991
– –
-392
1992
– –
-135
1993
– –
-192
1994
$0 ﹤0.01%
+100
1995
– –
-168
1996
– –
-2,163
1997
– –
-504
1998
– –
-256
1999
– –
-78
2000
– –
-965
77 78 79
80
81