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
$17.6B
AUM Growth
-$675M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,552
New
Increased
Reduced
Closed

Top Buys

1 +$78.4M
2 +$43.8M
3 +$34.6M
4
YELP icon
Yelp
YELP
+$31.2M
5
NTR icon
Nutrien
NTR
+$23.2M

Top Sells

1 +$29.3M
2 +$24.2M
3 +$23.9M
4
BN icon
Brookfield
BN
+$23.4M
5
TBPH icon
Theravance Biopharma
TBPH
+$22.4M

Sector Composition

1 Financials 39.16%
2 Healthcare 10.66%
3 Technology 9.96%
4 Industrials 8.91%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$411K ﹤0.01%
20,869
552
$410K ﹤0.01%
17,500
553
$410K ﹤0.01%
2,720
+120
554
$408K ﹤0.01%
2,650
-1,650
555
$406K ﹤0.01%
15,000
-260
556
$403K ﹤0.01%
13,200
557
$402K ﹤0.01%
8,006
-1
558
$401K ﹤0.01%
4,900
559
$396K ﹤0.01%
10,309
560
$387K ﹤0.01%
3,533
561
$380K ﹤0.01%
10,500
562
$379K ﹤0.01%
10,500
563
$378K ﹤0.01%
2,325
-140
564
$376K ﹤0.01%
15,297
565
$375K ﹤0.01%
693
+275
566
$375K ﹤0.01%
28,555
+400
567
$374K ﹤0.01%
5,560
+600
568
$374K ﹤0.01%
3,600
569
$372K ﹤0.01%
4,831
+2,930
570
$371K ﹤0.01%
8,402
571
$366K ﹤0.01%
3,825
572
$365K ﹤0.01%
2,485
+540
573
$363K ﹤0.01%
3,002
574
$361K ﹤0.01%
3,000
575
$360K ﹤0.01%
4,370
+20