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FMA

FNY Managed Accounts Portfolio holdings

AUM $83.4M
1-Year Est. Return 11.55%
This Fund
S&P 500
This Quarter Est. Return
+3.43%
1 Year Est. Return
+11.55%
3 Year Est. Return
+14.73%
5 Year Est. Return
+155.96%
10 Year Est. Return
AUM
$32.2M
AUM Growth
+$17.3M
Cap. Flow
+$16.6M
Cap. Flow %
51.63%
Top 10 Hldgs %
14.43%
Holding
781
New
746
Increased
7
Reduced
6
Closed
20

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 15.39%
2 Technology 15.36%
3 Industrials 12.98%
4 Consumer Staples 8.61%
5 Healthcare 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LOGM
576
DELISTED
LogMein, Inc.
LOGM
$7K 0.02%
+80
New +$7.96K
MSCC
577
DELISTED
Microsemi Corp
MSCC
$7K 0.02%
+150
New +$8.05K
RSO
578
DELISTED
Resource Capital Corp.
RSO
$7K 0.02%
+750
New +$6.51K
PVTB
579
DELISTED
PrivateBancorp Inc
PVTB
$7K 0.02%
+130
New +$7.29K
SSRI
580
DELISTED
Silver Standard Resources
SSRI
$7K 0.02%
+729
New +$7.72K
BYD icon
581
Boyd Gaming
BYD
$6.75B
$6K 0.02%
+300
New +$6.09K
CM icon
582
Canadian Imperial Bank of Commerce
CM
$106B
$6K 0.02%
+150
New +$6.52K
CYTK icon
583
Cytokinetics
CYTK
$10.6B
$6K 0.02%
+540
New +$6.31K
GKOS icon
584
Glaukos
GKOS
$9.49B
$6K 0.02%
+120
New +$5.23K
HMY icon
585
Harmony Gold Mining
HMY
$9.7B
$6K 0.02%
+2,685
New +$6.7K
J icon
586
Jacobs Solutions
J
$16B
$6K 0.02%
+145
New +$6.86K
KFY icon
587
Korn Ferry
KFY
$4.31B
$6K 0.02%
+200
New +$6K
LAUR icon
588
Laureate Education
LAUR
$5.38B
$6K 0.02%
+490
New +$6.49K
LNT icon
589
Alliant Energy
LNT
$18.6B
$6K 0.02%
+160
New +$6.14K
MO icon
590
Altria Group
MO
$125B
$6K 0.02%
+89
New +$6.44K
PCAR icon
591
PACCAR
PCAR
$70.5B
$6K 0.02%
+150
New +$6.76K
PKG icon
592
Packaging Corp of America
PKG
$22.2B
$6K 0.02%
+70
New +$6.42K
SCI icon
593
Service Corp International
SCI
$11.8B
$6K 0.02%
+210
New +$6.32K
STKL
594
DELISTED
SunOpta
STKL
$6K 0.02%
+996
New +$7.14K
TKC icon
595
Turkcell
TKC
$4.7B
$6K 0.02%
+795
New +$6.18K
W icon
596
Wayfair
W
$11.8B
$6K 0.02%
+165
New +$6.52K
XME icon
597
State Street SPDR S&P Metals & Mining ETF
XME
$3.75B
$6K 0.02%
+200
New +$6.45K
ZG icon
598
Zillow
ZG
$7.85B
$6K 0.02%
+200
New +$7.13K
EQC
599
DELISTED
Equity Commonwealth
EQC
$6K 0.02%
+210
New +$6.51K
HOLI
600
DELISTED
Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island)
HOLI
$6K 0.02%
+390
New +$6.85K

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FNY Managed Accounts's Q1 2017 Portfolio in Review

As of Q1 2017, FNY Managed Accounts held 781 positions worth $32.2M, up 116% from $14.9M the previous quarter. Its ten largest holdings account for 14% of the portfolio.

FNY Managed Accounts deployed $16.6M of net new capital in Q1 2017, opening 746 new positions and adding to 7 existing holdings. Its largest new stake was Wellcare Health Plans, Inc.: 4,957 shares worth $695K.

By sector, the portfolio is most concentrated in Consumer Discretionary at 15% of assets, down from 29% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was Tesla, an estimated $4.97M trimmed.

  • FNY Managed Accounts's largest Q1 2017 buy was Wellcare Health Plans, Inc.: 4,957 shares worth $695K.
  • FNY Managed Accounts added most to SPDR Gold Trust in Q1 2017, an estimated $233K increase.
  • FNY Managed Accounts's biggest Q1 2017 reduction was Tesla, cutting an estimated $4.97M.
  • FNY Managed Accounts fully exited St Jude Medical in Q1 2017, selling an estimated $3.25M.
  • FNY Managed Accounts's ten largest holdings make up 14% of its $32.2M portfolio in Q1 2017.
  • FNY Managed Accounts opened 746 new positions and closed 20 in Q1 2017.
  • FNY Managed Accounts's portfolio value rose 116% quarter-over-quarter to $32.2M.

Based on FNY Managed Accounts's 13F filing for Q1 2017, filed 15 May 2017.