First Manhattan

First Manhattan Portfolio holdings

AUM $38.1B
1-Year Est. Return 20.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$35.4B
AUM Growth
+$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$208M
2
+$119M
3
+$101M
4
UNH icon
UnitedHealth
UNH
+$93.7M
5
CRM icon
Salesforce
CRM
+$90M

Top Sells

1
+$157M
2
+$136M
3
+$88.7M
4
FTV icon
Fortive
FTV
+$79.7M
5
ORCL icon
Oracle
ORCL
+$70.5M

Sector Composition

1 Financials 44.67%
2 Technology 22.14%
3 Consumer Discretionary 7.54%
4 Communication Services 5.73%
5 Healthcare 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.85M 0.01%
2,510,980
+1,031,275
227
$4.78M 0.01%
23,033
-1,033
228
$4.77M 0.01%
8,633
+26
229
$4.77M 0.01%
31,314
-320
230
$4.72M 0.01%
+57,402
231
$4.58M 0.01%
36,825
232
$4.58M 0.01%
62,146
+58,773
233
$4.56M 0.01%
55,909
-840
234
$4.55M 0.01%
88,644
-5,055
235
$4.51M 0.01%
170,000
236
$4.48M 0.01%
25,234
+961
237
$4.48M 0.01%
21,785
+13,510
238
$4.48M 0.01%
33,573
+21,788
239
$4.38M 0.01%
18,402
-414
240
$4.34M 0.01%
4,848
+13
241
$4.3M 0.01%
35,570
-2,595
242
$4.3M 0.01%
52,872
-6,955
243
$4.23M 0.01%
617,574
244
$4.12M 0.01%
172,022
245
$4.11M 0.01%
13,476
+3,070
246
$4.08M 0.01%
54,964
+6,429
247
$4.07M 0.01%
31,467
-536
248
$4.06M 0.01%
16,328
-990
249
$4.06M 0.01%
288,062
-430
250
$3.98M 0.01%
210,353
-34,224
8 9
10
11 12