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
501
$625K ﹤0.01%
8,280
+7,280
502
$623K ﹤0.01%
12,065
-910
503
$620K ﹤0.01%
10,500
504
$620K ﹤0.01%
15,452
+6,655
505
$616K ﹤0.01%
6,275
-100
506
$616K ﹤0.01%
12,300
+100
507
$614K ﹤0.01%
17,450
508
$613K ﹤0.01%
18,870
-2,092
509
$611K ﹤0.01%
35,628
510
$611K ﹤0.01%
32,834
-16,409
511
$592K ﹤0.01%
107,738
-21,600
512
$591K ﹤0.01%
67,005
-6,775
513
$590K ﹤0.01%
6,291
+721
514
$589K ﹤0.01%
40,665
515
$587K ﹤0.01%
20,000
516
$586K ﹤0.01%
4,520
517
$584K ﹤0.01%
3,330
518
$571K ﹤0.01%
11,675
-500
519
$570K ﹤0.01%
20,398
-202
520
$565K ﹤0.01%
8,274
-300
521
$559K ﹤0.01%
1,620
522
$555K ﹤0.01%
10,735
523
$552K ﹤0.01%
12,490
524
$551K ﹤0.01%
44,499
-1,000
525
$550K ﹤0.01%
2,475
19 20
21
22 23