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
$18.8B
AUM Growth
+$1.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,504
New
Increased
Reduced
Closed

Top Buys

1
+$56.3M
2
+$50.8M
3
+$40.8M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$37.6M
5
WBC
WABCO HOLDINGS INC.
WBC
+$30.2M

Top Sells

1
+$90.6M
2
+$68.7M
3
+$53.7M
4
GCP
GCP Applied Technologies Inc.
GCP
+$38.9M
5
CMCSA icon
Comcast
CMCSA
+$29.4M

Sector Composition

1 Financials 38.03%
2 Healthcare 11.2%
3 Technology 10.77%
4 Industrials 8.01%
5 Consumer Discretionary 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.21M 0.01%
51,200
427
$1.19M 0.01%
20,375
428
$1.19M 0.01%
11,661
-850
429
$1.19M 0.01%
6,399
+441
430
$1.17M 0.01%
36,530
+30
431
$1.16M 0.01%
20,000
432
$1.15M 0.01%
20,465
433
$1.15M 0.01%
77,780
434
$1.12M 0.01%
16,624
435
$1.1M 0.01%
19,639
+1,214
436
$1.08M 0.01%
49,240
-825
437
$1.08M 0.01%
11,667
438
$1.07M 0.01%
95,245
439
$1.06M 0.01%
5,176
-10
440
$1.04M 0.01%
15,188
-6
441
$1.04M 0.01%
15,282
+144
442
$1.03M 0.01%
4,125
+75
443
$1.03M 0.01%
38,500
444
$1.02M 0.01%
4,569
445
$1M 0.01%
13,906
+11,125
446
$989K 0.01%
9,434
447
$974K 0.01%
37,624
-225
448
$971K 0.01%
13,176
-650
449
$966K 0.01%
13,334
+937
450
$964K 0.01%
26,775
16 17
18
19 20