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
1976
$0 ﹤0.01%
3
1977
$0 ﹤0.01%
+21
1978
– –
-1,807
1979
– –
-547
1980
– –
-222
1981
– –
-338
1982
– –
-179
1983
– –
-1,371
1984
$0 ﹤0.01%
+1
1985
$0 ﹤0.01%
52
1986
– –
-189
1987
$0 ﹤0.01%
50
1988
– –
-2,517
1989
$0 ﹤0.01%
8
-7
1990
– –
-2,163
1991
– –
-368
1992
– –
-17,500
1993
– –
-997
1994
– –
-4,143
1995
– –
-2,020
1996
– –
-9,906
1997
– –
0
1998
– –
0
1999
$0 ﹤0.01%
50
2000
– –
-2
77 78 79
80
81