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
501
$699K ﹤0.01%
+2,360
502
$699K ﹤0.01%
11,183
-247
503
$690K ﹤0.01%
35,628
504
$689K ﹤0.01%
18,750
505
$682K ﹤0.01%
3,400
506
$680K ﹤0.01%
8,119
507
$679K ﹤0.01%
6,070
-800
508
$677K ﹤0.01%
+850,000
509
$668K ﹤0.01%
13,760
510
$665K ﹤0.01%
26,252
-2,419
511
$663K ﹤0.01%
17,167
+1
512
$662K ﹤0.01%
+40,665
513
$660K ﹤0.01%
10,684
514
$659K ﹤0.01%
3,720
515
$658K ﹤0.01%
28,000
516
$656K ﹤0.01%
19,775
-600
517
$653K ﹤0.01%
4,284
+3
518
$651K ﹤0.01%
20,200
+10,200
519
$644K ﹤0.01%
35,700
-800
520
$640K ﹤0.01%
+666,667
521
$636K ﹤0.01%
2,800
522
$635K ﹤0.01%
53,275
-11,188
523
$629K ﹤0.01%
196
+92
524
$627K ﹤0.01%
12,125
-200
525
$626K ﹤0.01%
26,700
19 20
21
22 23