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
$15.2B
AUM Growth
+$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,542
New
Increased
Reduced
Closed

Top Buys

1 +$63.4M
2 +$61.8M
3 +$43.4M
4
LO
LORILLARD INC COM STK
LO
+$40.1M
5
DTV
DIRECTV COM STK (DE)
DTV
+$27.3M

Top Sells

1 +$57M
2 +$56.8M
3 +$37.3M
4
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
+$31.9M
5
ALSN icon
Allison Transmission
ALSN
+$27.9M

Sector Composition

1 Financials 39.01%
2 Healthcare 11.19%
3 Industrials 8.43%
4 Technology 7.57%
5 Energy 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$8K ﹤0.01%
+113
1202
$8K ﹤0.01%
600
1203
$8K ﹤0.01%
2,999
-1
1204
$8K ﹤0.01%
125
1205
$8K ﹤0.01%
200
1206
$8K ﹤0.01%
200
1207
$8K ﹤0.01%
440
1208
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336
1209
$8K ﹤0.01%
347
1210
$8K ﹤0.01%
34
1211
$8K ﹤0.01%
+444
1212
$8K ﹤0.01%
4,000
1213
$7K ﹤0.01%
39
1214
$7K ﹤0.01%
516
1215
$7K ﹤0.01%
200
1216
$7K ﹤0.01%
+240
1217
$7K ﹤0.01%
171
-300
1218
$7K ﹤0.01%
750
-131
1219
$7K ﹤0.01%
115
1220
$7K ﹤0.01%
+138
1221
$7K ﹤0.01%
1,601
1222
$7K ﹤0.01%
620
1223
$7K ﹤0.01%
2
1224
$7K ﹤0.01%
100
1225
$7K ﹤0.01%
254