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
551
$477K ﹤0.01%
3,051
+488
552
$466K ﹤0.01%
10,035
+311
553
$466K ﹤0.01%
4,128
-67
554
$464K ﹤0.01%
1,544
555
$463K ﹤0.01%
5,585
556
$461K ﹤0.01%
10,782
-76
557
$458K ﹤0.01%
74,000
558
$455K ﹤0.01%
4,029
-9
559
$450K ﹤0.01%
3,155
+1,510
560
$449K ﹤0.01%
1,654
561
$447K ﹤0.01%
7,011
+6,051
562
$444K ﹤0.01%
28,056
563
$441K ﹤0.01%
10,838
+1,624
564
$430K ﹤0.01%
23,623
-15,351
565
$425K ﹤0.01%
17,805
566
$422K ﹤0.01%
4,054
+2,054
567
$413K ﹤0.01%
8,344
-344
568
$410K ﹤0.01%
31,927
-1,500
569
$408K ﹤0.01%
6,874
-733
570
$404K ﹤0.01%
+8,325
571
$401K ﹤0.01%
4,410
-189,382
572
$400K ﹤0.01%
2,888
573
$392K ﹤0.01%
8,414
+5,174
574
$390K ﹤0.01%
4,604
-1,010
575
$388K ﹤0.01%
13,390
21 22
23
24 25