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
476
$826K ﹤0.01%
44,865
-1,353
477
$826K ﹤0.01%
16,000
478
$824K ﹤0.01%
16,160
+1
479
$817K ﹤0.01%
12,000
480
$805K ﹤0.01%
3,969
-66
481
$802K ﹤0.01%
11,843
+14
482
$802K ﹤0.01%
17,550
-300
483
$789K ﹤0.01%
8,574
484
$781K ﹤0.01%
16,550
-3,000
485
$781K ﹤0.01%
12,405
+1,021
486
$772K ﹤0.01%
19,056
+4,000
487
$771K ﹤0.01%
4,700
488
$769K ﹤0.01%
12,690
-9,000
489
$769K ﹤0.01%
2,475
490
$768K ﹤0.01%
39,112
-3,776
491
$764K ﹤0.01%
20,000
492
$764K ﹤0.01%
6,906
-27
493
$751K ﹤0.01%
27,534
-100
494
$749K ﹤0.01%
19,670
+2,550
495
$739K ﹤0.01%
8,382
496
$729K ﹤0.01%
30,688
497
$724K ﹤0.01%
129,338
-3,000
498
$710K ﹤0.01%
50,400
-2,175
499
$703K ﹤0.01%
1,971
-5
500
$702K ﹤0.01%
10,069
18 19
20
21 22