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
1451
– –
-620
1452
– –
-274
1453
– –
-1,000
1454
$0 ﹤0.01%
20
-13,033
1455
– –
-12
1456
$0 ﹤0.01%
9
-43,197
1457
– –
-108
1458
– –
-184
1459
$0 ﹤0.01%
+7
1460
$0 ﹤0.01%
40
1461
$0 ﹤0.01%
6
1462
$0 ﹤0.01%
2
1463
– –
-10
1464
– –
-250
1465
$0 ﹤0.01%
18
-314
1466
– –
-100
1467
$0 ﹤0.01%
8
1468
– –
0
1469
$0 ﹤0.01%
4
1470
– –
-2,000
1471
– –
-7,500
1472
$0 ﹤0.01%
2
1473
– –
-350
1474
– –
0
1475
$0 ﹤0.01%
6
57 58
59
60 61