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FNYS
First New York Securities Portfolio holdings
AUM
$53.7M
1-Year Est. Return
57.01%
This Fund
S&P 500
This Quarter
Est. Return
+3.14%
1 Year Est. Return
+57.01%
3 Year Est. Return
+119.37%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$267M
AUM Growth
–
Cap. Flow
+$272M
Cap. Flow
% of AUM
101.94%
Top 10 Holdings %
Top 10 Hldgs %
40.88%
Holding
375
New
370
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NWSA
NEWS CORPORATION CL-A
NWSA
|
+$26.7M |
| 2 |
SPDR Gold Trust
GLD
|
+$8.33M |
| 3 |
NFP
NATIONAL FINANCIAL PARTNERS CORP
NFP
|
+$8.23M |
| 4 |
NVO
Novo Nordisk
NVO
|
+$6.91M |
| 5 |
NWS
THE NEWS CORPORATION LTD CL-B
NWS
|
+$6.51M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 9% |
| 2 | Healthcare | 6.66% |
| 3 | Technology | 5.46% |
| 4 | Industrials | 2.32% |
| 5 | Consumer Discretionary | 2.32% |
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First New York Securities's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for First New York Securities, which disclosed 375 positions worth $267M. Its ten largest holdings account for 41% of the portfolio.
Its largest position is NEWS CORPORATION CL-A: 836,801 shares worth $27.3M.
By sector, the portfolio is most concentrated in Financials at 9% of assets, followed by Healthcare and Technology.
- First New York Securities's largest Q2 2013 buy was NEWS CORPORATION CL-A: 836,801 shares worth $27.3M.
- First New York Securities's ten largest holdings make up 41% of its $267M portfolio in Q2 2013.
- First New York Securities disclosed 375 positions in Q2 2013, its first 13F filing on record.
Based on First New York Securities's 13F filing for Q2 2013, filed 17 Jul 2013.