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
1101
$18K ﹤0.01%
675
1102
$18K ﹤0.01%
300
1103
$18K ﹤0.01%
324
1104
$18K ﹤0.01%
2,000
1105
$18K ﹤0.01%
3,100
1106
$18K ﹤0.01%
5,579
-800
1107
$17K ﹤0.01%
+2,754
1108
$17K ﹤0.01%
+300
1109
$17K ﹤0.01%
600
1110
$17K ﹤0.01%
+715
1111
$17K ﹤0.01%
1,000
1112
$17K ﹤0.01%
333
-253
1113
$17K ﹤0.01%
1,361
-680
1114
$16K ﹤0.01%
1,350
1115
$16K ﹤0.01%
150
1116
$16K ﹤0.01%
431
+5
1117
$16K ﹤0.01%
4
1118
$16K ﹤0.01%
936
1119
$16K ﹤0.01%
408
1120
$16K ﹤0.01%
520
-36
1121
$15K ﹤0.01%
300
1122
$15K ﹤0.01%
1,996
+44
1123
$15K ﹤0.01%
3,173
1124
$15K ﹤0.01%
375
-1,400
1125
$15K ﹤0.01%
41,025
43 44
45
46 47