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) 4,622

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

Sector Weighting

Basic Materials 1.17%
Capital Goods 2.03%
Conglomerates 0.08%
Consumer Cyclical 4.37%
Consumer/Non-Cyclical 1.69%
Energy 11.31%
Financial 21.75%
Healthcare 14.13%
Services 19.57%
Technology 18.04%
Transportation 3.01%
Utilities 0.8%

536 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ROYAL DUTCH SHELL PLC SPON ADR B -303 Sold Out 0
SUNTRUST BKS INC COM -339 Sold Out 0
TD AMERITRADE HLDG CORP COM -450 Sold Out 0
TEKLA LIFE SCIENCES INVS SH BEN INT -23 Sold Out 0
TEXAS INSTRS INC COM -6,546 Sold Out 0
THERAVANCE BIOPHARMA INC COM -56 Sold Out 0
TIFFANY & CO NEW COM -480 Sold Out 0
TIM PARTICIPACOES S A SPONSORED ADR -485 Sold Out 0
TOOTSIE ROLL INDS INC COM -61 Sold Out 0
TYCO INTL PLC SHS -3 Sold Out 0
USA COMPRESSION PARTNERS LP COMUNIT LTDPAR -117 Sold Out 0
WABCO HLDGS INC COM -4 Sold Out 0
WISCONSIN ENERGY CORP COM -67 Sold Out 0
XCEL ENERGY INC COM -6 Sold Out 0
YAHOO INC COM -98 Sold Out 0
YANDEX N V SHS CLASS A -270 Sold Out 0


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