FX.co ★ Top 5 stocks held by Rockefeller family

Microsoft shares

The largest asset in Rockefeller Capital Management’s portfolio is the shares of Microsoft. The company’s stake in this IT giant totals 2.97 million shares, or 4.98% of its portfolio. The fund has been investing in Bill Gates' corporation since 2018. Over the past year, the shares of the tech behemoth have soared by 41.04%. The target price for Microsoft stock is $272.71, implying ​a surge of 17.38% over the next 12 months.

Apple shares

The second largest asset in RCM's portfolio is the shares of another tech giant, Apple (3.9 million shares, or 3.44% of the total portfolio). Over the past year, its stocks have skyrocketed by 80.75%. According to experts, Apple's 12-month stock price target is $152.06. This scenario suggests a marked increase of 26.10%.

Amazon shares

The honorable third place in the Rockefeller family's investment portfolio goes to Amazon stocks. The investment firm holds 136,000 shares, which account for 3% of its portfolio. In 2020, the online retailer’s stocks surged by 76.26%. Analysts are overwhelmingly bullish towards the security, predicting a 31.29% increase in the stock value to $3,999.36 within the year.

Facebook shares

The fourth-largest holding in the Rockefeller Capital Management portfolio is Facebook's stock. RCM owns over 1 million shares of the world's largest social media network, which represents 2.12% of the company's investment portfolio. Over the past year, the shares of Facebook have spiked by 33.09%. Its 12-month stock price target is $338.05 (+21.28%).

SPDR S&P 500 ETF Trust shares

The SPDR S&P 500 ETF Trust closes the list of the top five stocks owned by the Rockefeller family. The company’s stake in SPY is modest - about 651,000 shares, or 1.82% of the total investment portfolio. The exchange-traded fund tracks the dynamics of the S&P 500 index, which includes stocks of the largest US corporations. In 2020, the fund's shares gained 16.16%. Since the beginning of this year, they have added 5%.