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
1201
$8K ﹤0.01%
+300
1202
$8K ﹤0.01%
115
1203
$8K ﹤0.01%
118
1204
$8K ﹤0.01%
600
1205
$8K ﹤0.01%
5,516
1206
$8K ﹤0.01%
512
-125
1207
$8K ﹤0.01%
150
1208
$7K ﹤0.01%
44
-74
1209
$7K ﹤0.01%
750
1210
$7K ﹤0.01%
63
1211
$7K ﹤0.01%
279
1212
$7K ﹤0.01%
1,364
1213
$7K ﹤0.01%
358
1214
$7K ﹤0.01%
137
1215
$7K ﹤0.01%
2,000
1216
$7K ﹤0.01%
120
1217
$7K ﹤0.01%
100
1218
$6K ﹤0.01%
52
1219
$6K ﹤0.01%
60
1220
$6K ﹤0.01%
171
1221
$6K ﹤0.01%
750
1222
$6K ﹤0.01%
195
1223
$6K ﹤0.01%
525
1224
$6K ﹤0.01%
50
1225
$6K ﹤0.01%
83
47 48
49
50 51