Rockefeller Capital Management L.P. Q2 2018 Filing

Filed July 31, 2018

Portfolio Value

$6.1B

Holdings

778

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (778 positions)

StockValue
PSIInvesco Dynamic Semiconductors ETF
$13.0M
SMPStandard Motor Products, Inc.
$12.9M
BACBank of America Corporation
$12.4M
FNCLFidelity MSCI Financials Index ETF
$12.0M
NEMNewmont Mining Corporation
$12.0M
FLSFlowserve Corporation
$12.0M
NVRNVR, Inc.
$12.0M
BLDTopBuild Corp
$12.0M
MTNVail Resorts, Inc.
$12.0M
ASGNASGN Inc
$12.0M
SJMThe J. M. Smucker Company
$12.0M
XLFFinancial Select Sector SPDR Fund
$12.0M
TRIThomson Reuters Corporation
$12.0M
PGProcter & Gamble Co.
$11.6M
NIC Inc.
$11.6M
KEPKorea Electric Power Corp. SP ADR
$11.3M
FRMEFirst Merchants Corporation
$11.0M
Micro Focus - Sponsored ADR
$11.0M
LGNDLigand Pharmaceuticals, Inc.
$11.0M
WPX Energy Inc.
$11.0M
Ferro Corporation
$11.0M
PolyOne Corporation
$11.0M
UNMUnumProvident Corp.
$11.0M
PATKPatrick Industries, Inc.
$11.0M
PVHPVH Corp.
$11.0M
ETEnergy Transfer Equity MLP
$11.0M
PRIPrimerica Inc.
$11.0M
VISNCommScope Holding Inc.
$11.0M
Bemis Company, Inc.
$11.0M
SRCLStericycle, Inc.
$10.8M
DONSPDR Dow Jones Industrial Average ETF
$10.6M
SPGIS&P Global Inc
$10.5M
ADMArcher Daniels Midland Co.
$10.0M
ATSG*Air Transport Services Group Inc.
$10.0M
RSReliance Steel & Aluminium Co.
$10.0M
ADIAnalog Devices, Inc.
$10.0M
SFStifel Financial Corp.
$10.0M
BXUSDThe Blackstone Group MLP
$10.0M
FIXComfort Systems USA, Inc.
$10.0M
IDXXIdexx Laboratories Inc.
$10.0M
VACMarriott Vacations Worldwide Corporation
$10.0M
CPE3EURCallon Petroleum Co.
$10.0M
SLG2EURSL Green Realty Corp.
$10.0M
BBTBerkshire Hills Bancorp, Inc.
$10.0M
RHT1EURRed Hat Inc.
$10.0M
Sterling Bancorp
$10.0M
DDominion Energy Inc
$10.0M
SKYWSkyWest, Inc.
$10.0M
WBAWalgreens Boots Alliance Inc
$9.0M
TELTE Connectivity Limited
$9.0M
RNSTRenasant Corporation
$9.0M
AJGGallagher (Arthur J.) & Co.
$9.0M
Web.com Group Inc.
$9.0M
RNGRingCentral Inc - Class A
$9.0M
JRVRJames Rover Group Holdings Ltd.
$9.0M
FBNCFirst Bancorp
$9.0M
HMS Holdings Corporation
$9.0M
KLICKulicke and Soffa Industries, Inc.
$9.0M
SWXSouthwest Gas Holdings Inc
$9.0M
RPRealPage, Inc.
$9.0M
KSSKohl's Corp.
$9.0M
MUMicron Technology, Inc.
$9.0M
GTNGray Television, Inc.
$9.0M
FAFFirst American Financial Corporation
$9.0M
MNRUSDMonmouth Real Estate Investment
$9.0M
TTMITTM Technologies, Inc.
$9.0M
HDSUSDHD Supply Holdings, Inc.
$9.0M
WEAWestern Alliance Bancorp
$9.0M
MTZMasTec, Inc.
$9.0M
NTBBank of N.T. Butterfield & Son Ltd
$9.0M
CENTCentral Garden & Pet Company
$9.0M
IWMiShares Russell 2000 ETF
$8.9M
Nuvectra Corporation
$8.8M
UNHUnitedHealth Group Inc.
$8.7M
MCSThe Marcus Corporation
$8.0M
HBC2HSBC Holdings plc - Spons ADR
$8.0M
VRTXVertex Pharmaceuticals Inc.
$8.0M
EMNEastman Chemical Company
$8.0M
9990302DApache Corporation
$8.0M
LITELumentum Holdings Inc
$8.0M
AEISAdvanced Energy Industries, Inc.
$8.0M
PJTPJT Partners Inc. - Class A
$8.0M
LEGLeggett & Platt Inc.
$8.0M
SIGSignet Group Ltd.
$8.0M
8CWCrown Castle International Corp.
$8.0M
KMBKimberly-Clark Corp
$8.0M
ARIApollo Commercial Real Estate Finance,
$8.0M
IRIngersoll-Rand Plc
$8.0M
AHHArmada Hoffler Porperties, Inc.
$8.0M
LADLithia Motors, Inc.
$8.0M
AYAtlantica Yield PLC
$8.0M
NDAQNasdaq Stock Market Inc.
$8.0M
BFHAlliance Data Systems Corporation
$8.0M
NXSTNexstar Media Group, Inc.
$8.0M
GMGeneral Motors Co.
$8.0M
STAGStag Industrial Inc.
$8.0M
APOGApogee Enterprises, Inc.
$8.0M
ELVAnthem Inc.
$7.2M
Orbcomm, Inc.
$7.1M
EVBGEUREverbridge Inc
$7.1M
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