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
651
$248K ﹤0.01%
+424
652
$246K ﹤0.01%
+3,000
653
$243K ﹤0.01%
2,710
-500
654
$243K ﹤0.01%
2,438
655
$243K ﹤0.01%
3,891
656
$242K ﹤0.01%
3,300
657
$241K ﹤0.01%
5,988
658
$241K ﹤0.01%
3,519
-150
659
$237K ﹤0.01%
5,670
660
$237K ﹤0.01%
3,329
661
$236K ﹤0.01%
27,661
662
$234K ﹤0.01%
60,000
+10,000
663
$233K ﹤0.01%
33,427
-622
664
$233K ﹤0.01%
11,500
-1,500
665
$229K ﹤0.01%
1,593
-42
666
$229K ﹤0.01%
2,100
667
$228K ﹤0.01%
1,631
668
$228K ﹤0.01%
2,800
-1,303
669
$227K ﹤0.01%
2,129
670
$225K ﹤0.01%
13,800
671
$224K ﹤0.01%
5,491
-16
672
$222K ﹤0.01%
12,887
673
$222K ﹤0.01%
2,000
674
$219K ﹤0.01%
3,211
675
$219K ﹤0.01%
10,500
25 26
27
28 29