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
$17.8B
AUM Growth
+$2.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,762
New
Increased
Reduced
Closed

Top Buys

1
+$68.4M
2
+$64.5M
3
+$56.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$42.4M
5
AAPL icon
Apple
AAPL
+$40.3M

Top Sells

1
+$120M
2
+$81.8M
3
+$81.1M
4
AEM icon
Agnico Eagle Mines
AEM
+$54.5M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$48.4M

Sector Composition

1 Technology 20.15%
2 Financials 14.32%
3 Healthcare 12.64%
4 Consumer Discretionary 8.27%
5 Industrials 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$63K ﹤0.01%
368
+148
1977
$63K ﹤0.01%
1,333
+755
1978
$63K ﹤0.01%
3,000
1979
$62K ﹤0.01%
315
+22
1980
$62K ﹤0.01%
134
+18
1981
$62K ﹤0.01%
3,000
1982
$62K ﹤0.01%
2,000
-4,500
1983
$62K ﹤0.01%
+599
1984
$62K ﹤0.01%
769
-31
1985
$62K ﹤0.01%
+2,472
1986
$61K ﹤0.01%
32
+25
1987
$61K ﹤0.01%
5,050
1988
$61K ﹤0.01%
+1,852
1989
$61K ﹤0.01%
+1,848
1990
$61K ﹤0.01%
2,858
+29
1991
$61K ﹤0.01%
1,569
+15
1992
$60K ﹤0.01%
3,800
1993
$60K ﹤0.01%
2,074
+6
1994
$60K ﹤0.01%
+2,144
1995
$60K ﹤0.01%
3,287
+2,709
1996
$59K ﹤0.01%
800
1997
$59K ﹤0.01%
1,317
+1,204
1998
$59K ﹤0.01%
6,000
1999
$59K ﹤0.01%
402
+269
2000
$59K ﹤0.01%
15,000
78 79
80
81 82