First Manhattan

First Manhattan Portfolio holdings

AUM $37.9B
1-Year Est. Return 20.62%
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.3B
AUM Growth
-$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,497
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$44.7M
3
+$39.4M
4
WBC
WABCO HOLDINGS INC.
WBC
+$27.2M
5
V icon
Visa
V
+$26M

Top Sells

1
+$73.9M
2
+$55.1M
3
+$35M
4
MSFT icon
Microsoft
MSFT
+$26.2M
5
AVHI
A V Homes, Inc.
AVHI
+$25.1M

Sector Composition

1 Financials 37.36%
2 Healthcare 10.88%
3 Technology 10.63%
4 Industrials 8.7%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$778K ﹤0.01%
4,049
+3,350
477
$772K ﹤0.01%
42,888
-387
478
$770K ﹤0.01%
9,049
+49
479
$769K ﹤0.01%
30,688
-369
480
$756K ﹤0.01%
28,671
481
$755K ﹤0.01%
8,119
-185
482
$747K ﹤0.01%
1,019
+200
483
$743K ﹤0.01%
11,430
-15
484
$740K ﹤0.01%
4,700
+190
485
$740K ﹤0.01%
4,035
-125
486
$740K ﹤0.01%
52,575
-10,900
487
$739K ﹤0.01%
11,384
-2,042
488
$728K ﹤0.01%
16,159
-1,517
489
$726K ﹤0.01%
132,338
-3,735
490
$724K ﹤0.01%
36,500
491
$719K ﹤0.01%
6,933
-200
492
$714K ﹤0.01%
2,475
-250
493
$710K ﹤0.01%
27,634
-308
494
$710K ﹤0.01%
290,153
+27,027
495
$701K ﹤0.01%
16,000
496
$689K ﹤0.01%
35,628
497
$686K ﹤0.01%
17,850
498
$682K ﹤0.01%
19,255
+2,350
499
$678K ﹤0.01%
15,056
-1,500
500
$678K ﹤0.01%
29,685
+4,500
18 19
20
21 22