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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

ROCKEFELLER FINANCIAL SERVICES INC INSTITUTION : ROCKEFELLER FINANCIAL SERVICES INC
ROCKEFELLER FINANCIAL SERVICES INC Portfolio (reported on 2018-02-02)
Company (links to holding history) Ticker Value On
2017-12-31
No of Shares % of portfolio
Southwest Airlines Co.    (Common) LUV 235,745,000 3,601,912 3.72%
Comcast Corporation - CL A    (Class A) CMCSA 206,314,000 5,151,384 3.25%
J.P. Morgan Chase & Co.    (Common) JPM 191,198,000 1,787,897 3.01%
Alphabet Inc. - Class C    (Class C) GOOG 182,987,000 174,873 2.88%
Visa Inc - Class A Shares    (Class A) V 179,371,000 1,573,157 2.83%
Wells Fargo Company    (Common) WFC 165,971,000 2,735,626 2.61%
Facebook Inc.    (Class A) FB 162,935,000 923,352 2.57%
Microsoft Corp.    (Common) MSFT 151,508,000 1,771,195 2.39%
Royal Caribbean Cruises Ltd.    (Common) RCL 139,485,000 1,169,399 2.20%
Amazon.Com Inc    (Common) AMZN 127,830,000 109,305 2.01%
Comerica Incorporated    (Common) CMA 125,527,000 1,446,003 1.98%
Quest Diagnostics Incorporated    (Common) DGX 122,787,000 1,246,696 1.93%
Ross Stores, Inc.    (Common) ROST 117,845,000 1,468,474 1.85%
Synchrony Financial    (Common) SYF 115,637,000 2,995,030 1.82%
CVS Health Corporation    (Common) CVS 113,902,000 1,571,063 1.79%
BP PLC - Spons ADR    (ADR) BP 111,466,000 2,652,046 1.75%
Medtronic, PLC    (Common) MDT 110,382,000 1,366,961 1.74%
SPDR S&P 500 ETF Trust    (Exchange Traded Fund) SPY 105,452,000 395,161 1.66%
ConocoPhillips    (Common) COP 103,442,000 1,884,529 1.63%
Reinsurance Group of America, Inc.    (Common) RGA 103,011,000 660,620 1.62%
Illinois Tool Works Inc.    (Common) ITW 102,769,000 615,936 1.62%
Cerner Corporation    (Common) CERN 95,376,000 1,415,279 1.50%
Biogen Idec Inc.    (Common) BIIB 91,318,000 286,652 1.44%
Shire PLC - ADR    (ADR) SHPGY 89,693,000 578,215 1.41%
Exxon Mobil Corporation    (Common) XOM 87,315,000 1,043,938 1.37%
Becton Dickinson & Co.    (Common) BDX 86,060,000 402,038 1.35%
Novartis AG - ADR    (ADR) NVS 84,490,000 1,006,322 1.33%
United Continental Holdings Inc.    (Common) UAL 81,589,000 1,210,515 1.28%
Nike Inc. - CL B    (Class B) NKE 73,827,000 1,180,285 1.16%
American Water Works Co., Inc.    (Common) AWK 65,467,000 715,570 1.03%
Kinder Morgan Inc.    (Common) KMI 65,149,000 3,605,349 1.02%
NCR Corp.    (Common) NCR 64,589,000 1,900,222 1.01%
Illumina, Inc.    (Common) ILMN 61,181,000 280,015 0.96%
Alphabet Inc. - Class A    (Class A) GOOGL 56,574,000 53,706 0.89%
Foot Locker, Inc.    (Common) FL 55,810,000 1,190,485 0.88%
Chevron Corporation    (Common) CVX 52,880,000 422,397 0.83%
Vanguard Mortgage Backed Securities ETF    (Exchange Traded Fund) VMBS 52,249,000 996,365 0.82%
Regeneron Pharmaceuticals    (Common) REGN 49,688,000 132,164 0.78%
Carnival Corporation    (Common) CCL 48,628,000 732,677 0.76%
Fifth Third Bancorp    (Common) FITB 48,475,000 1,597,736 0.76%
Icici Bank Limited - Spon ADR    (ADR) IBN 46,577,000 4,786,982 0.73%
Cemex S.A. de C.V. Spons ADR    (ADR) CX 46,190,000 6,158,548 0.72%
iShares MSCI EAFE ETF    (Exchange Traded Fund) EFA 44,447,000 632,166 0.70%
Oracle Corporation    (Common) ORCL 41,731,000 882,625 0.65%
Cabot Oil & Gas Corporation -Cl A    (Class A) COG 37,011,000 1,294,071 0.58%
Inogen Inc    (Common) INGN 35,903,000 301,499 0.56%
Healthcare Services Group.    (Common) HCSG 35,737,000 677,855 0.56%
KT Corporation Sponsored ADR    (ADR) KTC 35,532,000 2,276,170 0.56%
Abiomed, Inc    (Common) ABMD 35,528,000 189,574 0.56%
IPG Photonics Corporation    (Common) IPGP 34,533,000 161,271 0.54%
Littelfuse, Inc.    (Common) LFUS 34,333,000 173,559 0.54%
Plains GP Holdings LP-CL A    (Class A) 34,159,000 1,556,241 0.53%
Merit Medical Systems, Inc.    (Common) MMSI 33,749,000 781,227 0.53%
Microsemi Corp.    (Common) MSCC 32,053,000 620,577 0.50%
Alnylam Pharmaceuticals Inc.    (Common) ALNY 31,373,000 246,931 0.49%
Insulet Corporation    (Common) PODD 30,431,000 441,034 0.48%
Home Depot Inc.    (Common) HD 30,031,000 158,450 0.47%
Carter's, Inc.    (Common) CRI 28,992,000 246,763 0.45%
Masimo Corporation    (Common) MASI 28,803,000 339,655 0.45%
FactSet Research Systems, Inc.    (Common) FDS 27,670,000 143,547 0.43%
Vocera Communications Inc.    (Common) VCRA 27,639,000 914,599 0.43%
Trimble Inc    (Common) TRMB 27,605,000 679,252 0.43%
Colgate-Palmolive    (Common) CL 26,894,000 356,448 0.42%
Merck & Co. Inc.    (Common) MRK 24,905,000 442,599 0.39%
Medidata Solutions, Inc.    (Common) MDSO 24,289,000 383,296 0.38%
PROS Holdings, Inc.    (Common) PRO 24,124,000 912,060 0.38%
Johnson & Johnson    (Common) JNJ 23,446,000 167,810 0.37%
Pepsico, Inc    (Common) PEP 23,215,000 193,582 0.36%
Chemed Corporation    (Common) CHE 23,036,000 94,789 0.36%
Omnicell, Inc.    (Common) OMCL 22,779,000 469,672 0.35%
Cisco Systems, Inc.    (Common) CSCO 22,769,000 594,483 0.35%
FirstCash Inc    (Common) 22,273,000 330,207 0.35%
SPDR S&P Regional Banking ETF    (Exchange Traded Fund) KRE 22,102,000 375,568 0.34%
Bristol Myers Squibb Co.    (Common) BMY 21,501,000 350,862 0.33%
Iron Mountain Inc.    (Common) IRM 20,807,000 551,480 0.32%
Mistras Group Inc.    (Common) MG 20,219,000 861,468 0.31%
WEC Energy Group, Inc.    (Common) 20,177,000 303,738 0.31%
Vanguard S&P 500 ETF    (Exchange Traded Fund) VOO 20,035,000 81,681 0.31%
Honeywell International Inc.    (Common) HON 19,968,000 130,201 0.31%
Simpson Manufacturing Co., Inc.    (Common) SSD 19,494,000 339,552 0.30%
SLM Corporation    (Common) SLM 19,095,000 1,689,844 0.30%
Spark Therapeutics, Inc.    (Common) ONCE 18,202,000 353,983 0.28%
Badger Meter, Inc.    (Common) BMI 17,610,000 368,413 0.27%
Aaon Inc    (Common) AAON 17,259,000 470,269 0.27%
Abbott Laboratories    (Common) ABT 17,149,000 300,501 0.27%
Roper Industries Inc.    (Common) ROP 17,003,000 65,647 0.26%
Gentherm Inc.    (Common) THRM 16,780,000 528,503 0.26%
ResMed Inc.    (Common) RMD 16,671,000 196,845 0.26%
Edwards Lifesciences Corporation    (Common) EW 16,176,000 143,519 0.25%
Vanguard Emerging Markets ETF    (Exchange Traded Fund) VWO 14,583,000 317,622 0.23%
Int'l Business Machines Corp.    (Common) IBM 14,558,000 94,887 0.22%
Integer Holdings Corp    (Common) 14,394,000 317,757 0.22%
Korea Electric Power Corp. SP ADR    (ADR) KEP 14,007,000 790,931 0.22%
Intel Corp.    (Common) INTC 13,773,000 298,362 0.21%
Procter & Gamble Co.    (Common) PG 13,636,000 148,411 0.21%
Unilever Plc - Sponsored ADR    (ADR) UL 13,447,000 242,982 0.21%
The Walt Disney Company    (Common) DIS 13,428,000 124,904 0.21%
Newpark Resources, Inc.    (Common) NR 13,237,000 1,539,148 0.20%
Apple Inc.    (Common) AAPL 12,356,000 73,008 0.19%
NIC Inc.    (Common) EGOV 12,349,000 743,915 0.19%
Noble Energy, Inc.    (Common) NBL 12,120,000 415,946 0.19%
McDonald's Corporation    (Common) MCD 11,889,000 69,071 0.18%
Ford Motor Company    (Common) F 11,714,000 937,933 0.18%
Stericycle, Inc.    (Common) SRCL 11,347,000 166,891 0.17%
Standard Motor Products, Inc.    (Common) SMP 11,290,000 251,388 0.17%
iShares MSCI Japan ETF    (Exchange Traded Fund) 11,283,000 188,271 0.17%
SPDR Dow Jones Industrial Average ETF    (Exchange Traded Fund) DIA 10,825,000 43,760 0.17%
Anthem Inc.    (Common) ANTM 10,205,000 45,356 0.16%
S&P Global Inc    (Common) SPGI 9,906,000 58,480 0.15%
Abaxis, Inc.    (Common) ABAX 9,577,000 193,397 0.15%
iShares Core U.S. Aggregate Bond ETF    (Exchange Traded Fund) AGG 9,562,000 87,453 0.15%
Triumph Group, Inc.    (Common) TGI 9,488,000 348,816 0.14%
Capital One Financial Corp.    (Common) COF 9,160,000 91,993 0.14%
Texas Instruments Inc.    (Common) TXN 8,585,000 82,198 0.13%
AbbVie Inc.    (Common) ABBV 8,502,000 87,903 0.13%
iShares Russell 2000 ETF    (Exchange Traded Fund) IWM 8,448,000 55,416 0.13%
Royal Dutch Shell PLC-ADR A    (ADR) RDS.A 8,441,000 126,530 0.13%
Berkshire Hathaway Inc - Cl B    (Class B) BRK/B 8,424,000 42,499 0.13%
UnitedHealth Group Inc.    (Common) UNH 7,740,000 35,108 0.12%
Danaher Corporation    (Common) DHR 7,422,000 79,960 0.11%
Time Warner Inc.    (Common) TWX 7,362,000 80,490 0.11%
Ecolab Inc.    (Common) ECL 7,170,000 53,432 0.11%
Aramark    (Common) ARMK 7,088,000 165,851 0.11%
General Electric Co.    (Common) GE 7,002,000 401,273 0.11%
Verizon Communications    (Common) VZ 6,910,000 130,561 0.10%
Baidu.com, Inc.    (Common) BIDU 6,824,000 29,137 0.10%
Range Resources Corp.    (Common) RRC 6,213,000 364,188 0.09%
Marriott International Cl A    (Common) MAR 5,674,000 41,800 0.08%
Qualcomm Inc.    (Common) QCOM 5,572,000 87,027 0.08%
Celgene Corp.    (Common) CELG 5,481,000 52,524 0.08%
Schlumberger Ltd.    (Common) SLB 5,386,000 79,924 0.08%
Xylem Inc.    (Common) XYL 5,338,000 78,265 0.08%
Broadcom Limited    (Common) AVGO 5,294,000 20,607 0.08%
Goldman Sachs Group, Inc.    (Common) GS 5,221,000 20,494 0.08%
Pfizer Inc.    (Common) PFE 5,068,000 139,920 0.07%
Unilever NV - NY Shares    (Common) UN 4,790,000 85,054 0.07%
Target Corporation    (Common) TGT 4,783,000 73,300 0.07%
Burlington Stores, Inc.    (Common) BURL 4,771,000 38,777 0.07%
Chubb Limited    (Common) CB 4,661,000 31,894 0.07%
SPDR Gold Shares    (Exchange Traded Fund) GLD 4,621,000 37,380 0.07%
Adobe Systems Incorporated    (Common) ADBE 4,589,000 26,188 0.07%
Parker-Hannifin Corporation    (Common) PH 4,417,000 22,133 0.06%
TCF Financial Corporation    (Common) TCB 4,389,000 214,116 0.06%
Union Pacific Corp.    (Common) UNP 4,363,000 32,537 0.06%
United Technologies Corp.    (Common) UTX 4,169,000 32,684 0.06%
American Express Co.    (Common) AXP 3,972,000 40,000 0.06%
Dover Corp.    (Common) DOV 3,887,000 38,494 0.06%
iShares Core MSCI EAFE - ETF    (Exchange Traded Fund) IEFA 3,759,000 56,869 0.05%
Huntington Bancshares Incorporated    (Common) HBAN 3,522,000 241,875 0.05%
Praxair, Inc.    (Common) PX 3,517,000 22,740 0.05%
Thermo Fisher Scientific Inc.    (Common) TMO 3,477,000 18,314 0.05%
Discover Financial Services    (Common) DFS 3,471,000 45,130 0.05%
Smith (A.O.) Corp    (Common) AOS 3,455,000 56,376 0.05%
ING Groep N.V. - Sponsored ADR    (ADR) ING 3,395,000 183,934 0.05%
iShares TIPS Bond ETF    (Exchange Traded Fund) TIP 3,366,000 29,507 0.05%
Nuvectra Corporation    (Common) NVTR 3,326,000 428,644 0.05%
Citigroup Inc.    (Common) C 3,323,000 44,652 0.05%
Berkshire Hathaway Inc. - Class A    (Class A) BRK.A 3,273,000 11 0.05%
Fortive Corporation    (Common) FTV 3,133,000 43,310 0.04%
Tyler Technologies, Inc.    (Common) TYL 3,011,000 17,009 0.04%
Total SA - Spons ADR    (ADR) TOT 2,987,000 54,031 0.04%
Sony Corporation - Spons ADR    (ADR) SNE 2,934,000 65,274 0.04%
Brixmor Property Group, Inc.    (Common) BRX 2,869,000 153,746 0.04%
iShares Select Dividend ETF    (Exchange Traded Fund) DVY 2,858,000 29,000 0.04%
Bank of New York Mellon Corporation    (Common) BK 2,786,000 51,731 0.04%
MetLife, Inc.    (Common) MET 2,760,000 54,581 0.04%
iShares MSCI Emerging Markets ETF    (Exchange Traded Fund) EEM 2,752,000 58,395 0.04%
Canadian National Railway Company    (Common) CNI 2,731,000 33,102 0.04%
Vanguard Dividend Appreciation Index Fd    (Exchange Traded Fund) VIG 2,724,000 26,698 0.04%
Enterprise Products Partners MLP    (Master Limited Partnership) EPD 2,723,000 102,722 0.04%
Ally Financial Inc    (Common) ALLY 2,679,000 91,889 0.04%
iShares MSCI South Korea ETF    (Exchange Traded Fund) EWY 2,626,000 35,041 0.04%
Aetna Inc.    (Common) AET 2,616,000 14,502 0.04%
iShares S&P Small-Cap 600 Growth ETF    (Exchange Traded Fund) IJT 2,552,000 15,000 0.04%
Corning Inc.    (Common) GLW 2,483,000 77,630 0.03%
Tetra Tech, Inc.    (Common) TTEK 2,448,000 50,850 0.03%
Mastercard Inc - Class A    (Class A) MA 2,423,000 16,007 0.03%
DowDuPont Inc.    (Common) 2,381,000 33,428 0.03%
EOG Resources Inc.    (Common) EOG 2,325,000 21,543 0.03%
MGIC Investment Corporation    (Common) MTG 2,312,000 163,873 0.03%
Lowe's Companies    (Common) LOW 2,301,000 24,754 0.03%
AT&T Inc    (Common) T 2,300,000 59,152 0.03%
Wal-Mart Stores, Inc.    (Common) 2,266,000 22,947 0.03%
Howard Hughes Corporation    (Common) HHC 2,221,000 16,922 0.03%
CIGNA Corporation    (Common) CI 2,215,000 10,905 0.03%
3M Co.    (Common) MMM 2,207,000 9,373 0.03%
United Parcel Service Class B    (Common) UPS 2,186,000 18,352 0.03%
iShares S&P 500 Value ETF    (Exchange Traded Fund) IVE 2,184,000 19,114 0.03%
Bioverativ Inc.    (Common) 2,000,000 37,102 0.03%
PowerShares QQQ Trust, Series 1    (Exchange Traded Fund) QQQQ 1,998,000 12,825 0.03%
Western Gas Partners MLP    (Master Limited Partnership) WES 1,916,000 39,851 0.03%
iShares MSCI EMU ETF    (Exchange Traded Fund) EZU 1,834,000 42,285 0.02%
Keycorp    (Common) KEY 1,815,000 90,000 0.02%
Valmont Industries, Inc.    (Common) VMI 1,795,000 10,825 0.02%
Itau Unibanco Holdings SA - Pref ADR    (ADR) ITU 1,759,000 135,285 0.02%
Mettler-Toledo International    (Common) MTD 1,746,000 2,819 0.02%
US Bancorp    (Common) USB 1,700,000 31,736 0.02%
SPDR Euro Stoxx 50 Fund    (Exchange Traded Fund) FEZ 1,653,000 40,613 0.02%
Express Scripts Holding, Inc.    (Common) ESRX 1,652,000 22,131 0.02%
Renaissance Holdings Ltd.    (Common) RNR 1,620,000 12,900 0.02%
1 2 3 Next >Full Portfolio View
Total Value As 2017-12-31: 6,335,935,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
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George Soros

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