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
976
$42K ﹤0.01%
450
977
$42K ﹤0.01%
638
-104
978
$42K ﹤0.01%
+7,025
979
$42K ﹤0.01%
1,600
980
$41K ﹤0.01%
1,000
981
$41K ﹤0.01%
7,500
982
$40K ﹤0.01%
780
+180
983
$40K ﹤0.01%
465
984
$40K ﹤0.01%
365
985
$40K ﹤0.01%
890
986
$40K ﹤0.01%
5,680
987
$39K ﹤0.01%
12,600
988
$39K ﹤0.01%
4,300
989
$39K ﹤0.01%
3,662
-500
990
$38K ﹤0.01%
2,661
+102
991
$38K ﹤0.01%
375
-100
992
$38K ﹤0.01%
225
993
$38K ﹤0.01%
1,250
994
$37K ﹤0.01%
380
995
$37K ﹤0.01%
600
996
$36K ﹤0.01%
3,000
997
$36K ﹤0.01%
3,200
998
$36K ﹤0.01%
+1,777
999
$36K ﹤0.01%
1,810
-3,053
1000
$36K ﹤0.01%
1,000
38 39
40
41 42