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
1226
$6K ﹤0.01%
400
1227
$6K ﹤0.01%
302
-153
1228
$6K ﹤0.01%
250
1229
$5K ﹤0.01%
350
1230
$5K ﹤0.01%
92
-243
1231
$5K ﹤0.01%
100
1232
$5K ﹤0.01%
100
-180
1233
$5K ﹤0.01%
333
1234
$5K ﹤0.01%
107
1235
$5K ﹤0.01%
127
1236
$5K ﹤0.01%
290
1237
$5K ﹤0.01%
171
1238
$5K ﹤0.01%
42
1239
$5K ﹤0.01%
+100
1240
$5K ﹤0.01%
404
1241
$5K ﹤0.01%
45
1242
$5K ﹤0.01%
158
1243
$5K ﹤0.01%
50
1244
$5K ﹤0.01%
16
1245
$5K ﹤0.01%
133
1246
$5K ﹤0.01%
1,000
1247
$4K ﹤0.01%
109
1248
$4K ﹤0.01%
150
1249
$4K ﹤0.01%
3
1250
$4K ﹤0.01%
80
48 49
50
51 52