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% |
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% |
QQQInvesco Qqq Tr
| 1.12% | $414.429M 849,259 shares@ $487.99 avg price | Increased 2.27% |
IVVIshares Tr
| 1.12% | $413.984M 717,951 shares@ $576.62 avg price | Increased 4.28% |
GOOGAlphabet Inc
| 0.88% | $326.206M 1.952M shares@ $167.14 avg price | Increased 9.23% |
COSTCostco Whsl Corp New
| 0.81% | $299.669M 338,207 shares@ $886.06 avg price | Increased 0.98% |
VTVanguard Intl Equity Index F
| 0.75% | $275.367M 2.3M shares@ $119.71 avg price | Increased 30.99% |