First Manhattan

First Manhattan Portfolio holdings

AUM $38.1B
1-Year Est. Return 20.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.59%
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
1476
$0 ﹤0.01%
1
1477
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1478
$0 ﹤0.01%
6
1479
$0 ﹤0.01%
+3
1480
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0
1481
– –
-10,000
1482
$0 ﹤0.01%
+20
1483
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+2
1484
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1485
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1487
$0 ﹤0.01%
66
1488
– –
-2,446
1489
$0 ﹤0.01%
12
1490
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-685
1491
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1492
$0 ﹤0.01%
2
1493
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1494
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-664
1495
$0 ﹤0.01%
13
1496
$0 ﹤0.01%
2
1497
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4
1498
– –
-600
1499
– –
-3,320
1500
$0 ﹤0.01%
108
58 59
60
61 62