First Manhattan

First Manhattan Portfolio holdings

AUM $38.1B
1-Year Est. Return 20.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.52%
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
+$64.7M
2
+$59M
3
+$54.6M
4
LO
LORILLARD INC COM STK
LO
+$37.3M
5
DTV
DIRECTV COM STK (DE)
DTV
+$26.2M

Top Sells

1
+$53.3M
2
+$53.2M
3
+$32.6M
4
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
+$31.4M
5
ALSN icon
Allison Transmission
ALSN
+$27M

Sector Composition

1 Financials 39.01%
2 Healthcare 11.19%
3 Industrials 8.49%
4 Technology 7.57%
5 Energy 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$1K ﹤0.01%
21
1377
$1K ﹤0.01%
+166
1378
$1K ﹤0.01%
27
1379
$1K ﹤0.01%
40
1380
$1K ﹤0.01%
40
1381
$1K ﹤0.01%
85
1382
$1K ﹤0.01%
33
1383
$1K ﹤0.01%
+65
1384
$1K ﹤0.01%
100
1385
$1K ﹤0.01%
51
1386
$1K ﹤0.01%
100
1387
– –
-320
1388
– –
-2,100
1389
– –
-300
1390
$0 ﹤0.01%
21
1391
$0 ﹤0.01%
+2
1392
– –
-81,200
1393
$0 ﹤0.01%
108
1394
– –
-263,068
1395
– –
-147
1396
– –
-600
1397
– –
-258,413
1398
– –
-12,500
1399
– –
-10,875
1400
– –
-3,112
54 55
56
57 58