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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
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
CLColgate Palmolive Co
Recent Activity
Increased 0.66%
0.61%
$224.806M
2.166M shares@ $103.81 avg price
SHELShell Plc
Recent Activity
Increased 1.51%
0.56%
$206.116M
3.125M shares@ $65.96 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 5.91%
0.55%
$201.46M
1.228M shares@ $164.1 avg price
IWDIshares Tr
Recent Activity
Increased 1.55%
0.52%
$192.758M
1.016M shares@ $189.78 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 1.6%
0.51%
$188.975M
837,511 shares@ $225.64 avg price
IWMIshares Tr
Recent Activity
Increased 11.98%
0.5%
$182.445M
826,090 shares@ $220.86 avg price
IJRIshares Tr
Recent Activity
Increased 7.54%
0.46%
$170.873M
1.461M shares@ $116.96 avg price
NEENextera Energy Inc
Recent Activity
Increased 8.34%
0.46%
$169.837M
2.01M shares@ $84.5 avg price