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
1076
$22K ﹤0.01%
461
1077
$22K ﹤0.01%
1,000
1078
$22K ﹤0.01%
195
1079
$22K ﹤0.01%
350
+150
1080
$21K ﹤0.01%
1,666
1081
$21K ﹤0.01%
350
1082
$21K ﹤0.01%
2,535
-3,905
1083
$21K ﹤0.01%
150
1084
$21K ﹤0.01%
803
-900
1085
$21K ﹤0.01%
20,000
1086
$20K ﹤0.01%
444
1087
$20K ﹤0.01%
1,937
1088
$20K ﹤0.01%
1,575
-6,056
1089
$20K ﹤0.01%
1,250
1090
$20K ﹤0.01%
1,200
1091
$20K ﹤0.01%
813
1092
$19K ﹤0.01%
1,000
1093
$19K ﹤0.01%
388
1094
$19K ﹤0.01%
375
1095
$19K ﹤0.01%
1,200
1096
$18K ﹤0.01%
1,100
+100
1097
$18K ﹤0.01%
450
-300
1098
$18K ﹤0.01%
415
1099
$18K ﹤0.01%
487
1100
$18K ﹤0.01%
685
42 43
44
45 46