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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
-2.61%
1 Year Est. Return
+11.55%
3 Year Est. Return
+14.73%
5 Year Est. Return
+155.96%
10 Year Est. Return
AUM
$9.94M
AUM Growth
-$22.3M
Cap. Flow
-$22M
Cap. Flow %
-221.58%
Top 10 Hldgs %
39.31%
Holding
839
New
77
Increased
45
Reduced
49
Closed
663

Sector Composition

Rank Sector Weight
1 Technology 22.31%
2 Industrials 20.24%
3 Consumer Discretionary 17.26%
4 Consumer Staples 12.33%
5 Energy 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ZBRA icon
126
Zebra Technologies
ZBRA
$13.5B
$9K 0.09%
+97
New +$9.61K
ATH
127
CALL
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
$9K 0.09%
+200
New +$10.3K
KSU
128
DELISTED
Kansas City Southern
KSU
$9K 0.09%
95
-45
-32% -$4.22K
MRO
129
DELISTED
Marathon Oil Corporation
MRO
$8K 0.08%
+737
New +$10.3K
ANDV
130
DELISTED
Andeavor
ANDV
$8K 0.08%
92
-108
-54% -$9.11K
AEG icon
131
Aegon
AEG
$13.3B
$7K 0.07%
+1,896
New +$7.42K
AN icon
132
AutoNation
AN
$7.7B
$7K 0.07%
180
-2,172
-92% -$88.4K
APA icon
133
APA Corp
APA
$13B
$7K 0.07%
+150
New +$7.39K
BLUE
134
DELISTED
bluebird bio
BLUE
$7K 0.07%
+5
New +$6.03K
CLS icon
135
Celestica
CLS
$37.8B
$7K 0.07%
+555
New +$7.78K
CXT icon
136
Crane NXT
CXT
$2.99B
$7K 0.07%
+288
New +$7.79K
ALDR
137
DELISTED
Alder Biopharmaceuticals
ALDR
$7K 0.07%
+655
New +$12.1K
DD icon
138
DuPont de Nemours
DD
$18.6B
$6K 0.06%
39
-40
-51% -$6.36K
MAR icon
139
Marriott International
MAR
$100B
$6K 0.06%
+60
New +$6K
TSE
140
DELISTED
Trinseo
TSE
$6K 0.06%
+100
New +$6.54K
AGR
141
DELISTED
Avangrid, Inc.
AGR
$6K 0.06%
+150
New +$6.66K
CELG
142
DELISTED
Celgene Corp
CELG
$6K 0.06%
50
-1,007
-95% -$123K
AA icon
143
Alcoa
AA
$11.3B
$5K 0.05%
+156
New +$5.06K
ARDX icon
144
Ardelyx
ARDX
$1.24B
$5K 0.05%
+1,000
New +$8.48K
MFIC icon
145
MidCap Financial Investment
MFIC
$801M
$5K 0.05%
267
-200
-43% -$3.89K
PAYX icon
146
Paychex
PAYX
$43.4B
$5K 0.05%
90
-210
-70% -$12.3K
PRO
147
DELISTED
PROS Holdings
PRO
$5K 0.05%
+200
New +$5.22K
KGC icon
148
Kinross Gold
KGC
$27.7B
$4K 0.04%
1,220
-6,379
-84% -$25.4K
MEI icon
149
CALL
Methode Electronics
MEI
$458M
$4K 0.04%
+100
New +$4.17K
MLCO icon
150
Melco Resorts & Entertainment
MLCO
$2.21B
$4K 0.04%
220
-45
-17% -$980

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FNY Managed Accounts's Q2 2017 Portfolio in Review

As of Q2 2017, FNY Managed Accounts held 839 positions worth $9.94M, down 69% from $32.2M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

FNY Managed Accounts withdrew a net $22M in Q2 2017, closing 663 positions and reducing 49 holdings. Its most notable exit was Controladora Vuela Compania de Aviacion, an estimated $933K position sold in full.

By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 15% a quarter earlier, followed by Industrials and Consumer Discretionary.

Against the trend, FNY Managed Accounts opened a new position in NCR Voyix worth $571K.

  • FNY Managed Accounts's largest Q2 2017 buy was NCR Voyix: 22,820 shares worth $571K.
  • FNY Managed Accounts added most to ExxonMobil in Q2 2017, an estimated $371K increase.
  • FNY Managed Accounts's biggest Q2 2017 reduction was Campbell Soup, cutting an estimated $276K.
  • FNY Managed Accounts fully exited Controladora Vuela Compania de Aviacion in Q2 2017, selling an estimated $933K.
  • FNY Managed Accounts's ten largest holdings make up 39% of its $9.94M portfolio in Q2 2017.
  • FNY Managed Accounts opened 77 new positions and closed 663 in Q2 2017.
  • FNY Managed Accounts's portfolio value fell 69% quarter-over-quarter to $9.94M.

Based on FNY Managed Accounts's 13F filing for Q2 2017, filed 10 Aug 2017.