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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -9.75%
0.49%
$181.274M
394,013 shares@ $460.08 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -4.42%
0.49%
$180.397M
1.539M shares@ $117.22 avg price
CVXChevron Corp New
Recent Activity
Decreased -0.58%
0.45%
$165.211M
1.122M shares@ $147.28 avg price
TAt&t Inc
Recent Activity
Decreased -4.33%
0.44%
$162.658M
7.394M shares@ $22.0 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.45%
0.44%
$160.379M
895,199 shares@ $179.16 avg price
EFAIshares Tr
Recent Activity
Decreased -0.89%
0.4%
$148.444M
1.775M shares@ $83.62 avg price
AXPAmerican Express Co
Recent Activity
Decreased -2.26%
0.4%
$147.913M
545,605 shares@ $271.1 avg price
AERAercap Holdings Nv
Recent Activity
Decreased -8.96%
0.39%
$144.578M
1.526M shares@ $94.73 avg price
ACNAccenture Plc Ireland
Recent Activity
Decreased -1.22%
0.39%
$142.238M
402,410 shares@ $353.47 avg price
BLKBlackrock Inc
Recent Activity
Decreased -6.23%
0.39%
$142.009M
149,646 shares@ $948.97 avg price