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
1126
$15K ﹤0.01%
1,400
+800
1127
$14K ﹤0.01%
445
1128
$14K ﹤0.01%
1,000
1129
$14K ﹤0.01%
300
1130
$14K ﹤0.01%
146
1131
$14K ﹤0.01%
+450
1132
$14K ﹤0.01%
77
1133
$14K ﹤0.01%
332
1134
$14K ﹤0.01%
783
1135
$14K ﹤0.01%
436
1136
$14K ﹤0.01%
157
+1
1137
$14K ﹤0.01%
368
1138
$14K ﹤0.01%
178
1139
$14K ﹤0.01%
1,000
1140
$14K ﹤0.01%
+854
1141
$13K ﹤0.01%
800
-555
1142
$13K ﹤0.01%
233
1143
$13K ﹤0.01%
700
1144
$13K ﹤0.01%
259
1145
$13K ﹤0.01%
711
1146
$13K ﹤0.01%
200
1147
$13K ﹤0.01%
563
1148
$13K ﹤0.01%
10,000
1149
$12K ﹤0.01%
1,034
1150
$12K ﹤0.01%
250