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
$17.3B
AUM Growth
+$1.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,528
New
Increased
Reduced
Closed

Top Buys

1 +$128M
2 +$63.1M
3 +$56.5M
4
COF icon
Capital One
COF
+$22.5M
5
SCI icon
Service Corp International
SCI
+$19.4M

Top Sells

1 +$122M
2 +$45.7M
3 +$44.4M
4
ALKS icon
Alkermes
ALKS
+$27.7M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$25.4M

Sector Composition

1 Financials 39.96%
2 Healthcare 11.07%
3 Technology 10.96%
4 Consumer Discretionary 8.27%
5 Communication Services 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$1.17M 0.01%
23,225
-3,550
402
$1.16M 0.01%
32,117
-1,307
403
$1.16M 0.01%
18,060
-2,207
404
$1.16M 0.01%
26,640
-1,950
405
$1.14M 0.01%
17,046
+189
406
$1.12M 0.01%
32,723
407
$1.12M 0.01%
18,667
+1,193
408
$1.12M 0.01%
79,832
409
$1.1M 0.01%
1,809,180
+374,124
410
$1.1M 0.01%
21,400
411
$1.1M 0.01%
83,835
412
$1.08M 0.01%
18,496
+106
413
$1.08M 0.01%
3,561
+562
414
$1.08M 0.01%
41,200
-600
415
$1.07M 0.01%
6,050
+82
416
$1.06M 0.01%
7,335
+150
417
$1.06M 0.01%
575
+250
418
$1.06M 0.01%
74,646
419
$1.04M 0.01%
18,940
-975
420
$1.01M 0.01%
5,984
+108
421
$1.01M 0.01%
13,171
-204
422
$1M 0.01%
52,650
-6,850
423
$975K 0.01%
81,359
+12,900
424
$973K 0.01%
1,354,000
+149,750
425
$968K 0.01%
74,410
-5,960