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
$27.3B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,595
New
Increased
Reduced
Closed

Top Buys

1 +$128M
2 +$67.4M
3 +$63.8M
4
UNH icon
UnitedHealth
UNH
+$57.4M
5
DHR icon
Danaher
DHR
+$24.8M

Top Sells

1 +$760M
2 +$68.5M
3 +$54.2M
4
IAC icon
IAC Inc
IAC
+$36.8M
5
PNC icon
PNC Financial Services
PNC
+$29.8M

Sector Composition

1 Financials 44.09%
2 Technology 18.28%
3 Healthcare 10.34%
4 Consumer Discretionary 7.89%
5 Communication Services 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
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5,155
-29
452
$553K ﹤0.01%
5,654
-480
453
$553K ﹤0.01%
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454
$551K ﹤0.01%
17,500
455
$547K ﹤0.01%
100,000
456
$547K ﹤0.01%
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13,375
-119,925
458
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+124,744
459
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29,625
460
$534K ﹤0.01%
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8,400
462
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6,110
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43,492
464
$528K ﹤0.01%
9,100
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465
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5,000
468
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2,364
471
$508K ﹤0.01%
5,037
472
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22,000
473
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5,095
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474
$500K ﹤0.01%
20,652
-1,410
475
$499K ﹤0.01%
8,800
-220