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
1001
$35K ﹤0.01%
+10,000
1002
$35K ﹤0.01%
6,259
-2,273
1003
$35K ﹤0.01%
67
1004
$35K ﹤0.01%
160
1005
$34K ﹤0.01%
308
-40
1006
$34K ﹤0.01%
1,000
1007
$34K ﹤0.01%
120
1008
$34K ﹤0.01%
3,000
1009
$34K ﹤0.01%
1,000
1010
$34K ﹤0.01%
275
+100
1011
$34K ﹤0.01%
469
-260
1012
$34K ﹤0.01%
2,597
1013
$33K ﹤0.01%
460
1014
$33K ﹤0.01%
400
1015
$33K ﹤0.01%
4,487
-61,790
1016
$33K ﹤0.01%
1,500
1017
$32K ﹤0.01%
+34
1018
$32K ﹤0.01%
3,310
1019
$32K ﹤0.01%
2,500
1020
$32K ﹤0.01%
500
1021
$32K ﹤0.01%
1,400
1022
$31K ﹤0.01%
825
-1,105
1023
$31K ﹤0.01%
694
+356
1024
$31K ﹤0.01%
2,045
1025
$31K ﹤0.01%
200
39 40
41
42 43