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
426
$966K 0.01%
38,758
427
$955K 0.01%
8,878
+3,072
428
$952K 0.01%
45,150
-190
429
$952K 0.01%
20,000
430
$946K 0.01%
964
431
$932K 0.01%
26,670
-3,200
432
$922K 0.01%
4,125
433
$914K 0.01%
29,338
-1,350
434
$904K 0.01%
12,569
+5,163
435
$903K 0.01%
8,495
-134
436
$897K 0.01%
9,970
+264
437
$895K 0.01%
16,104
-360
438
$887K 0.01%
30,390
439
$886K 0.01%
147,925
-5,550
440
$885K 0.01%
5,796
+996
441
$879K 0.01%
4,577
+108
442
$872K 0.01%
18,040
+372
443
$871K 0.01%
31,971
444
$871K 0.01%
38,500
445
$854K ﹤0.01%
4,139
+90
446
$853K ﹤0.01%
11,076
-2,100
447
$846K ﹤0.01%
11,600
448
$846K ﹤0.01%
5,970
449
$845K ﹤0.01%
16,550
450
$842K ﹤0.01%
19,341
+550
16 17
18
19 20