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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
QQQInvesco Qqq Tr
Recent Activity
Increased 2.27%
1.12%
$414.429M
849,259 shares@ $487.99 avg price
IVVIshares Tr
Recent Activity
Increased 4.28%
1.12%
$413.984M
717,951 shares@ $576.62 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -5.49%
0.98%
$362.253M
1.718M shares@ $210.83 avg price
GOOGAlphabet Inc
Recent Activity
Increased 9.23%
0.88%
$326.206M
1.952M shares@ $167.14 avg price
VVisa Inc
Recent Activity
Decreased -0.69%
0.88%
$323.601M
1.177M shares@ $274.97 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 0.98%
0.81%
$299.669M
338,207 shares@ $886.06 avg price
RGAReinsurance Grp Of America I
Recent Activity
Decreased -4.11%
0.78%
$286.868M
1.317M shares@ $217.88 avg price
VTVanguard Intl Equity Index F
Recent Activity
Increased 30.99%
0.75%
$275.367M
2.3M shares@ $119.71 avg price
IWFIshares Tr
Recent Activity
Increased 18.2%
0.72%
$266.434M
710,110 shares@ $375.21 avg price
HDHome Depot Inc
Recent Activity
Increased 2.36%
0.68%
$251.444M
620,673 shares@ $405.12 avg price