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
526
$557K ﹤0.01%
12,747
527
$555K ﹤0.01%
26,700
528
$551K ﹤0.01%
18,500
529
$550K ﹤0.01%
17,120
-1,100
530
$536K ﹤0.01%
1,976
+52
531
$536K ﹤0.01%
28,056
532
$532K ﹤0.01%
8,525
533
$530K ﹤0.01%
10,237
-100
534
$529K ﹤0.01%
10,875
535
$528K ﹤0.01%
6,330
-805
536
$508K ﹤0.01%
17,424
+16,394
537
$508K ﹤0.01%
6,582
-104
538
$504K ﹤0.01%
3,330
539
$503K ﹤0.01%
+16,280
540
$495K ﹤0.01%
4,875
541
$494K ﹤0.01%
6,346
-821
542
$493K ﹤0.01%
10,500
543
$490K ﹤0.01%
9,726
-701
544
$486K ﹤0.01%
7,406
-202
545
$476K ﹤0.01%
1,544
546
$476K ﹤0.01%
3,390
547
$476K ﹤0.01%
4,495
548
$468K ﹤0.01%
2,720
549
$468K ﹤0.01%
28,555
550
$468K ﹤0.01%
10,657
-1,008
20 21
22
23 24