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
926
$56K ﹤0.01%
543
927
$56K ﹤0.01%
2,405
928
$56K ﹤0.01%
1,600
-350
929
$55K ﹤0.01%
952
-200
930
$55K ﹤0.01%
1,933
931
$54K ﹤0.01%
10,000
932
$54K ﹤0.01%
383
-37
933
$54K ﹤0.01%
5,000
934
$54K ﹤0.01%
697
935
$54K ﹤0.01%
+5,000
936
$53K ﹤0.01%
374
937
$52K ﹤0.01%
1,038
938
$52K ﹤0.01%
1,400
939
$52K ﹤0.01%
5,000
940
$52K ﹤0.01%
1,245
-730
941
$51K ﹤0.01%
3,916
+2
942
$51K ﹤0.01%
1,440
943
$51K ﹤0.01%
2,566
944
$50K ﹤0.01%
4,000
945
$50K ﹤0.01%
878
+378
946
$49K ﹤0.01%
1,881
947
$49K ﹤0.01%
627
948
$49K ﹤0.01%
500
949
$49K ﹤0.01%
652
-1
950
$49K ﹤0.01%
2,527
+18
36 37
38
39 40