ROCKEFELLER FINANCIAL SERVICES INC Information

10 ROCKEFELLER PLAZA, NEW YORK, New York, 10020, (212) 549-5471

Report Date: 12/31/2015

Position Statistics

Total Positions 588
New Positions 67
Increased Positions 169
Decreased Positions 203
Positions with Activity 372
Sold Out Positions 45
Total Mkt Value (in $ millions) 4,755

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.02%
Capital Goods 2.65%
Conglomerates 0.04%
Consumer Cyclical 3.57%
Consumer/Non-Cyclical 1.3%
Energy 7.34%
Financial 21.14%
Healthcare 12.25%
Services 14.43%
Technology 21.59%
Transportation 4.15%
Utilities 5.57%

169 INCREASED Positions as of 12/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
INTUITIVE SURGICAL INC COM NEW 3 3 New 6
AMERICAN EXPRESS CO COM 3 3 New 48
BLACKROCK INC COM 2 2 New 6
CME GROUP INC COM 2 2 New 21
CELANESE CORP DEL COM SER A 2 2 New 28
WISDOMTREE INVTS INC COM 2 2 New 138
AMERIPRISE FINL INC COM 2 2 New 18
ARES CAP CORP COM 1 1 New 105
MONSTER BEVERAGE CORP NEW COM 1 1 New 9


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