Sean Gorman
@Rockefeller Capital Management L.p.
Latest period2024 - Q3ReportedManaged Assets$37.152BTotal holdings1608
Assets growth rate5.6%Assets growth rate (2-Q avg)4.15%Continuous growth in asset value9 quarters
Portfolio positions
This chart displays the top 10 holdings in Rockefeller Capital Management L.p.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1608 positions.
Assets under management
The assets under management (AUM) of Rockefeller Capital Management L.p. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 37.152B in assets, with a quarterly growth rate of 5.6% and a 2-quarter average growth rate of 4.15%. The portfolio is managed by Sean Gorman, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
SPYSpdr S&p 500 Etf Tr
| 3.82% | $1.418B 2.473M shares@ $573.64 avg price | Increased 11.62% |
AAPLApple Inc
| 3.6% | $1.337B 5.742M shares@ $232.84 avg price | Decreased -2.45% |
MSFTMicrosoft Corp
| 3.46% | $1.285B 2.987M shares@ $430.27 avg price | Decreased -0.87% |
AMZNAmazon Com Inc
| 2.35% | $871.191M 4.676M shares@ $186.32 avg price | Decreased -0.81% |
NVDANvidia Corporation
| 2.3% | $850.86M 6.996M shares@ $121.63 avg price | Increased 1.43% |
GOOGLAlphabet Inc
| 1.72% | $637.92M 3.847M shares@ $165.83 avg price | Increased 14.34% |
VOOVanguard Index Fds
| 1.57% | $579.775M 1.099M shares@ $527.68 avg price | Increased 4.76% |
AVGOBroadcom Inc
| 1.23% | $456.095M 2.599M shares@ $175.46 avg price | Increased 858.88% |
METAMeta Platforms Inc
| 1.19% | $438.505M 766,533 shares@ $572.07 avg price | Decreased -22.06% |
LLYEli Lilly & Co
| 1.15% | $424.33M 479,020 shares@ $885.83 avg price | Decreased -9.01% |