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
$15.2B
AUM Growth
+$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,542
New
Increased
Reduced
Closed

Top Buys

1
+$63.4M
2
+$61.8M
3
+$43.4M
4
LO
LORILLARD INC COM STK
LO
+$40.1M
5
DTV
DIRECTV COM STK (DE)
DTV
+$27.3M

Top Sells

1
+$57M
2
+$56.8M
3
+$37.3M
4
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
+$31.9M
5
ALSN icon
Allison Transmission
ALSN
+$27.9M

Sector Composition

1 Financials 39.01%
2 Healthcare 11.19%
3 Industrials 8.43%
4 Technology 7.57%
5 Energy 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$30K ﹤0.01%
900
-200
1027
$30K ﹤0.01%
3,115
1028
$30K ﹤0.01%
+225
1029
$29K ﹤0.01%
1,289
-540
1030
$29K ﹤0.01%
600
1031
$29K ﹤0.01%
200
1032
$29K ﹤0.01%
2,891
1033
$29K ﹤0.01%
1,000
1034
$29K ﹤0.01%
940
1035
$28K ﹤0.01%
2,000
1036
$28K ﹤0.01%
178
1037
$28K ﹤0.01%
2,735
1038
$28K ﹤0.01%
200
1039
$28K ﹤0.01%
1,575
1040
$28K ﹤0.01%
4,550
-2,700
1041
$27K ﹤0.01%
600
1042
$27K ﹤0.01%
525
1043
$27K ﹤0.01%
+2,270
1044
$27K ﹤0.01%
+2
1045
$27K ﹤0.01%
1,500
1046
$26K ﹤0.01%
750
1047
$26K ﹤0.01%
727
1048
$25K ﹤0.01%
+789
1049
$25K ﹤0.01%
438
1050
$25K ﹤0.01%
1,667
40 41
42
43 44