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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -2.45%
3.6%
$1.337B
5.742M shares@ $232.84 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.87%
3.46%
$1.285B
2.987M shares@ $430.27 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.81%
2.35%
$871.191M
4.676M shares@ $186.32 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -22.06%
1.19%
$438.505M
766,533 shares@ $572.07 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -9.01%
1.15%
$424.33M
479,020 shares@ $885.83 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -5.49%
0.98%
$362.253M
1.718M shares@ $210.83 avg price
VVisa Inc
Recent Activity
Decreased -0.69%
0.88%
$323.601M
1.177M shares@ $274.97 avg price
RGAReinsurance Grp Of America I
Recent Activity
Decreased -4.11%
0.78%
$286.868M
1.317M shares@ $217.88 avg price
ORCLOracle Corp
Recent Activity
Decreased -43.87%
0.62%
$229.367M
1.346M shares@ $170.4 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -8.32%
0.53%
$193.619M
331,414 shares@ $584.23 avg price