FNYS

First New York Securities Portfolio holdings

AUM $53.5M
1-Year Est. Return 57.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+57.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1 +$26.7M
2 +$8.33M
3 +$8.23M
4
NVO icon
Novo Nordisk
NVO
+$6.91M
5
NWS
THE NEWS CORPORATION LTD CL-B
NWS
+$6.51M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.26%
2 Healthcare 10.54%
3 Technology 8.65%
4 Industrials 3.68%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$36K 0.02%
+1,000
227
$35K 0.02%
+581
228
$35K 0.02%
+793
229
$35K 0.02%
+732
230
$34K 0.02%
+10,000
231
$34K 0.02%
+500
232
$34K 0.02%
+2,500
233
$33K 0.02%
+7
234
$33K 0.02%
+2,200
235
$32K 0.02%
+2,000
236
$32K 0.02%
+5,000
237
$30K 0.02%
+4,291
238
$30K 0.02%
+12,500
239
$29K 0.02%
+1,500
240
$28K 0.02%
+2,192
241
$28K 0.02%
+1,093
242
$27K 0.02%
+4,990
243
$26K 0.02%
+746
244
$26K 0.02%
+328
245
$26K 0.02%
+5,000
246
$26K 0.02%
+879
247
$25K 0.01%
+916
248
$25K 0.01%
+336
249
$25K 0.01%
+526
250
$25K 0.01%
+546