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
551
$523K ﹤0.01%
39,788
+29,645
552
$522K ﹤0.01%
+8,797
553
$509K ﹤0.01%
+14,900
554
$504K ﹤0.01%
16,394
-1,030
555
$502K ﹤0.01%
7,406
556
$501K ﹤0.01%
10,657
557
$499K ﹤0.01%
5,671
558
$499K ﹤0.01%
3,745
559
$498K ﹤0.01%
6,546
+200
560
$488K ﹤0.01%
10,735
561
$487K ﹤0.01%
6,179
-151
562
$486K ﹤0.01%
28,056
563
$481K ﹤0.01%
74,000
564
$472K ﹤0.01%
9,726
565
$472K ﹤0.01%
20,000
566
$471K ﹤0.01%
26,685
-3,000
567
$469K ﹤0.01%
3,330
568
$466K ﹤0.01%
3,533
569
$463K ﹤0.01%
4,882
-1,700
570
$462K ﹤0.01%
2,888
571
$460K ﹤0.01%
5,570
+1,200
572
$457K ﹤0.01%
2,720
573
$452K ﹤0.01%
9,499
574
$450K ﹤0.01%
16,280
575
$449K ﹤0.01%
5,685
21 22
23
24 25