Rockefeller Equity Allocation Fund

Rockefeller Equity Allocation Fund is a registered fund series of Trust for Professional Managers (series S000043627). Net assets $41.7M as of 2022-05-31.

Profile

Advisers

Top holdings (121 reported)

Showing 15 of 121 holdings by value.

HoldingTickerValue% of fund
Microsoft Corp$1.5M349.17%
Discover Financial Services$1.1M263.46%
Reinsurance Group of America I$1.0M249.98%
Lloyds Banking Group PLC$1.0M248.43%
Samsung Electronics Co Ltd$1.0M245.28%
Air Liquide SA$963K231.19%
Shell PLC$925K221.92%
Meta Platforms Inc$924K221.79%
Sony Group Corp$882K211.60%
Eli Lilly & Co$764K183.26%
MSILF Treasury Portfolio$755K181.30%
ICICI Bank Ltd$753K180.75%
Swedbank AB$737K176.92%
Hitachi Ltd$732K175.60%
Cie de Saint-Gobain$725K174.02%

Net asset history

Report dateNet assets
2022-05-31$41.7M
2022-02-28$53.0M
2021-11-30$73.4M
2021-08-31$84.3M
2021-05-31$85.2M
2021-02-28$83.5M
2020-11-30$84.5M
2020-08-31$82.0M

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