FMA

FNY Managed Accounts Portfolio holdings

AUM $81.6M
1-Year Est. Return 11.12%
This Quarter Est. Return
1 Year Est. Return
+11.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$55.6M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Sells

1 +$4.28M
2 +$1.68M
3 +$1.49M
4
WMB icon
Williams Companies
WMB
+$777K
5
DVN icon
Devon Energy
DVN
+$640K

Sector Composition

1 Technology 17.11%
2 Communication Services 12.7%
3 Industrials 7.67%
4 Healthcare 6.84%
5 Financials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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