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
1051
$26K ﹤0.01%
1,541
1052
$26K ﹤0.01%
3,040
1053
$26K ﹤0.01%
872
1054
$25K ﹤0.01%
2,500
1055
$25K ﹤0.01%
1,500
1056
$25K ﹤0.01%
625
1057
$25K ﹤0.01%
980
1058
$25K ﹤0.01%
+2,500
1059
$25K ﹤0.01%
730
1060
$24K ﹤0.01%
2,276
1061
$24K ﹤0.01%
1,912
1062
$24K ﹤0.01%
500
1063
$24K ﹤0.01%
1,725
1064
$24K ﹤0.01%
+870
1065
$23K ﹤0.01%
356
1066
$23K ﹤0.01%
2,400
1067
$23K ﹤0.01%
516
1068
$23K ﹤0.01%
100
1069
$23K ﹤0.01%
1,000
1070
$23K ﹤0.01%
1,400
1071
$23K ﹤0.01%
7,020
1072
$23K ﹤0.01%
780
1073
$23K ﹤0.01%
410
-247
1074
$23K ﹤0.01%
120
1075
$23K ﹤0.01%
1,000
41 42
43
44 45