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
526
$625K ﹤0.01%
60,232
527
$621K ﹤0.01%
15,000
528
$621K ﹤0.01%
106,000
+46,000
529
$618K ﹤0.01%
+137,500
530
$609K ﹤0.01%
290,153
531
$604K ﹤0.01%
+8,800
532
$595K ﹤0.01%
1,620
533
$592K ﹤0.01%
12,600
-600
534
$587K ﹤0.01%
24,045
+19,350
535
$585K ﹤0.01%
3,910
+520
536
$584K ﹤0.01%
1,009
-105
537
$582K ﹤0.01%
10,500
538
$580K ﹤0.01%
21,150
539
$568K ﹤0.01%
8,525
540
$567K ﹤0.01%
81,000
+41,000
541
$566K ﹤0.01%
714,450
+661,350
542
$564K ﹤0.01%
26,504
+6,565
543
$560K ﹤0.01%
5,000
544
$560K ﹤0.01%
5,465
545
$552K ﹤0.01%
23,716
-707
546
$551K ﹤0.01%
1,544
547
$549K ﹤0.01%
18,500
548
$548K ﹤0.01%
30,236
549
$548K ﹤0.01%
10,539
+302
550
$539K ﹤0.01%
4,875
20 21
22
23 24