RFS
Rockefeller Financial Services Portfolio holdings
AUM
$6.34B
1-Year Est. Return
27.35%
This Fund
S&P 500
1 Year Est. Return
+27.35%
AUM
$5.04B
AUM Growth
+$31.2M
(+0.62%)
Holding
478
Top Buys
| 1 | +$36.8M | |
| 2 | +$30.1M | |
| 3 | +$24M | |
| 4 |
Synchrony
SYF
|
+$16.7M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$15.9M |
Top Sells
| 1 | +$44.7M | |
| 2 | +$25.4M | |
| 3 | +$21.1M | |
| 4 |
Regeneron Pharmaceuticals
REGN
|
+$19.3M |
| 5 |
Visa
V
|
+$18.8M |
Sector Composition
| 1 | Healthcare | 22.63% |
| 2 | Financials | 14.52% |
| 3 | Industrials | 11.14% |
| 4 | Technology | 10.7% |
| 5 | Consumer Discretionary | 9.87% |