ROCKEFELLER FINANCIAL SERVICES INC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 536
New Positions 51
Increased Positions 128
Decreased Positions 202
Positions with Activity 330
Sold Out Positions 60
Total Mkt Value (in $ millions) 4,710

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

Sector Weighting

Basic Materials 1.15%
Capital Goods 1.94%
Conglomerates 0.07%
Consumer Cyclical 4.3%
Consumer/Non-Cyclical 1.65%
Energy 11.07%
Financial 21.52%
Healthcare 14.29%
Services 19.7%
Technology 18.45%
Transportation 3.05%
Utilities 0.8%

128 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PACCAR INC COM 18 18 New 270
SUNCOR ENERGY INC NEW COM 18 18 New 530
AMETEK INC NEW COM 17 17 New 320
ACCELERON PHARMA INC COM 16 16 New 472
BANK NEW YORK MELLON CORP COM 14 10 230 330
MICRON TECHNOLOGY INC COM 10 10 New 350
WEATHERFORD INTL PLC ORD SHS 7 7 New 490
ALIBABA GROUP HLDG LTD SPONSORED ADS 7 7 New 82


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