First Manhattan

First Manhattan Portfolio holdings

AUM $38.1B
1-Year Est. Return 20.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.52%
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
+$64.7M
2
+$59M
3
+$54.6M
4
LO
LORILLARD INC COM STK
LO
+$37.3M
5
DTV
DIRECTV COM STK (DE)
DTV
+$26.2M

Top Sells

1
+$53.3M
2
+$53.2M
3
+$32.6M
4
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
+$31.4M
5
ALSN icon
Allison Transmission
ALSN
+$27M

Sector Composition

1 Financials 39.01%
2 Healthcare 11.19%
3 Industrials 8.49%
4 Technology 7.57%
5 Energy 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$15K ﹤0.01%
10,000
1127
$15K ﹤0.01%
1,291
1128
$15K ﹤0.01%
1,212
1129
$15K ﹤0.01%
600
-200
1130
$15K ﹤0.01%
+1,500
1131
$14K ﹤0.01%
133
1132
$14K ﹤0.01%
1,000
1133
$14K ﹤0.01%
2,228
1134
$14K ﹤0.01%
3,173
1135
$14K ﹤0.01%
279
1136
$14K ﹤0.01%
+700
1137
$14K ﹤0.01%
6,000
1138
– –
0
1139
$13K ﹤0.01%
+600
1140
$13K ﹤0.01%
3,100
1141
$13K ﹤0.01%
700
1142
$13K ﹤0.01%
343
1143
$13K ﹤0.01%
800
1144
$13K ﹤0.01%
2,500
1145
$13K ﹤0.01%
300
1146
$13K ﹤0.01%
500
1147
$13K ﹤0.01%
259
-16,161
1148
$13K ﹤0.01%
683
1149
$13K ﹤0.01%
207
1150
$13K ﹤0.01%
+600
44 45
46
47 48