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
1326
$2K ﹤0.01%
62
1327
$2K ﹤0.01%
300
-100
1328
$2K ﹤0.01%
140
1329
$2K ﹤0.01%
51
1330
$2K ﹤0.01%
+182
1331
$2K ﹤0.01%
+225
1332
$2K ﹤0.01%
83
-5
1333
$2K ﹤0.01%
100
1334
$2K ﹤0.01%
23
1335
$2K ﹤0.01%
97
1336
$2K ﹤0.01%
60
1337
$2K ﹤0.01%
32
1338
$2K ﹤0.01%
60
1339
$1K ﹤0.01%
+43
1340
$1K ﹤0.01%
15
1341
$1K ﹤0.01%
33
1342
$1K ﹤0.01%
+65
1343
$1K ﹤0.01%
500
1344
$1K ﹤0.01%
111
1345
$1K ﹤0.01%
437
1346
$1K ﹤0.01%
37
1347
– –
0
1348
$1K ﹤0.01%
15
1349
$1K ﹤0.01%
100
1350
$1K ﹤0.01%
54
52 53
54
55 56