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
551
$467K ﹤0.01%
3,745
552
$464K ﹤0.01%
23,744
553
$464K ﹤0.01%
7,465
554
$463K ﹤0.01%
4,367
555
$444K ﹤0.01%
9,499
-810
556
$443K ﹤0.01%
8,425
-2,975
557
$436K ﹤0.01%
10,735
558
$435K ﹤0.01%
5,671
-646
559
$435K ﹤0.01%
20,000
560
$433K ﹤0.01%
10,500
561
$427K ﹤0.01%
4,375
-426
562
$423K ﹤0.01%
90,050
-2,500
563
$423K ﹤0.01%
2,720
+235
564
$420K ﹤0.01%
13,200
565
$413K ﹤0.01%
19,939
+6,715
566
$412K ﹤0.01%
31,500
567
$411K ﹤0.01%
7,606
-400
568
$410K ﹤0.01%
5,685
569
$409K ﹤0.01%
19,900
-2,400
570
$406K ﹤0.01%
3,533
571
$402K ﹤0.01%
19,875
572
$389K ﹤0.01%
12,042
573
$389K ﹤0.01%
36,000
574
$389K ﹤0.01%
3,825
575
$387K ﹤0.01%
8,402
21 22
23
24 25