RFS

Rockefeller Financial Services Portfolio holdings

AUM $6.34B
1-Year Est. Return 27.35%
This Quarter Est. Return
1 Year Est. Return
+27.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.34B
AUM Growth
+$1.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
557
New
Increased
Reduced
Closed

Top Buys

1 +$202M
2 +$125M
3 +$123M
4
ROST icon
Ross Stores
ROST
+$118M
5
MDT icon
Medtronic
MDT
+$106M

Top Sells

1 +$108M
2 +$107M
3 +$75.4M
4
BIDU icon
Baidu
BIDU
+$64.9M
5
WEC icon
WEC Energy
WEC
+$34.4M

Sector Composition

1 Healthcare 20.38%
2 Financials 18.04%
3 Consumer Discretionary 10.97%
4 Communication Services 10.78%
5 Industrials 9.4%