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
476
$732K ﹤0.01%
11,375
477
$718K ﹤0.01%
25,113
478
$715K ﹤0.01%
24,970
479
$707K ﹤0.01%
40,290
480
$707K ﹤0.01%
15,547
-208
481
$706K ﹤0.01%
44,163
482
$693K ﹤0.01%
27,837
-2,295
483
$688K ﹤0.01%
22,023
484
$687K ﹤0.01%
8,566
+184
485
$686K ﹤0.01%
38,006
+38,000
486
$681K ﹤0.01%
25,593
-4,811
487
$675K ﹤0.01%
17,043
+159
488
$673K ﹤0.01%
17,550
489
$671K ﹤0.01%
6,129
+1,254
490
$664K ﹤0.01%
28,148
+148
491
$663K ﹤0.01%
5,691
-74
492
$652K ﹤0.01%
3,400
493
$652K ﹤0.01%
16,000
494
$645K ﹤0.01%
32,275
-3,900
495
$640K ﹤0.01%
23,802
-633
496
$638K ﹤0.01%
934
-75
497
$636K ﹤0.01%
9,796
498
$635K ﹤0.01%
10,000
499
$628K ﹤0.01%
19,253
-32,670
500
$628K ﹤0.01%
10,692
18 19
20
21 22