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
451
$955K 0.01%
36,175
+700
452
$946K 0.01%
31,123
+1,400
453
$938K 0.01%
8,712
454
$935K 0.01%
5,965
+3
455
$932K 0.01%
13,956
456
$930K 0.01%
31,530
-1,800
457
$927K ﹤0.01%
15,795
458
$926K ﹤0.01%
39,800
459
$926K ﹤0.01%
30,198
+84
460
$920K ﹤0.01%
10,049
+1,000
461
$920K ﹤0.01%
5,287
462
$904K ﹤0.01%
11,000
463
$896K ﹤0.01%
31,971
464
$896K ﹤0.01%
30,971
-1,643
465
$887K ﹤0.01%
22,926
+18,926
466
$884K ﹤0.01%
17,320
467
$882K ﹤0.01%
40,290
468
$874K ﹤0.01%
20,860
+1,008
469
$861K ﹤0.01%
4,049
470
$859K ﹤0.01%
13,540
+8,950
471
$859K ﹤0.01%
22,023
472
$854K ﹤0.01%
41,880
473
$851K ﹤0.01%
964
-55
474
$838K ﹤0.01%
11,600
475
$834K ﹤0.01%
10,426
-1,463
17 18
19
20 21