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
801
$105K ﹤0.01%
436
802
$105K ﹤0.01%
2,946
-1,000
803
$104K ﹤0.01%
857
-800
804
$103K ﹤0.01%
1,000
805
$102K ﹤0.01%
3,800
806
$102K ﹤0.01%
+5,000
807
$100K ﹤0.01%
1,700
808
$100K ﹤0.01%
1,708
809
$100K ﹤0.01%
1,969
810
$100K ﹤0.01%
3,700
811
$99K ﹤0.01%
4,680
812
$98K ﹤0.01%
1,030
813
$97K ﹤0.01%
18,225
+13,750
814
$96K ﹤0.01%
3,360
815
$95K ﹤0.01%
400
816
$95K ﹤0.01%
4,092
817
$95K ﹤0.01%
8,766
-1,000
818
$95K ﹤0.01%
20,000
819
$95K ﹤0.01%
2,500
820
$94K ﹤0.01%
2,136
-40
821
$94K ﹤0.01%
1,603
822
$94K ﹤0.01%
794
823
$93K ﹤0.01%
6,522
+400
824
$92K ﹤0.01%
900
825
$92K ﹤0.01%
17,813
31 32
33
34 35