ROCKEFELLER FINANCIAL SERVICES INC

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NEW YORK NY Investment Advisor
13F Summary
Rockefeller Financial Services is based out of New York. Rockefeller Financial Services is a large advisory firm with 28976 clients and discretionary assets under management (AUM) of $48,914,897,306 (Form ADV from 2024-03-28). Whalewisdom has at least 74 13F filings

2024-03-31

Top Buys (13F)

Name % Change

2024-03-31

Top Sells (13F)

Name % Change

2024-03-31

13F Holdings Summary

2024-03-31

13F Activity

Market Value $0, Prior: $6.34b
New Purchases 0 stocks
Added To 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks
Top 10 Holdings % %
Turnover %[1] %
Turnover Alt %[2] %
Time Held Top 20 quarters
Time Held Top 10 quarters
Time Held All quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2024-03-31

13F Sector Allocation Over Time

2024-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-03-31

Portfolio Performance