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
526
$549K ﹤0.01%
21,110
527
$545K ﹤0.01%
+16,875
528
$543K ﹤0.01%
8,258
+139
529
$541K ﹤0.01%
13,920
530
$535K ﹤0.01%
34,100
+32,500
531
$535K ﹤0.01%
47,239
+31,807
532
$531K ﹤0.01%
3,720
533
$531K ﹤0.01%
35,600
-100
534
$530K ﹤0.01%
3,913
-251
535
$528K ﹤0.01%
+27,532
536
$526K ﹤0.01%
9,300
-73,775
537
$523K ﹤0.01%
4,400
538
$518K ﹤0.01%
60,232
539
$516K ﹤0.01%
21,150
540
$514K ﹤0.01%
12,061
-28,829
541
$512K ﹤0.01%
30,236
542
$504K ﹤0.01%
26,700
543
$497K ﹤0.01%
43,227
-113,975
544
$497K ﹤0.01%
26,685
545
$492K ﹤0.01%
3,071
-14,337
546
$491K ﹤0.01%
27,512
547
$487K ﹤0.01%
3,035
548
$479K ﹤0.01%
4,199
+144
549
$478K ﹤0.01%
3,600
550
$477K ﹤0.01%
10,875
20 21
22
23 24