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
$27.3B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,595
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$67.4M
3
+$63.8M
4
UNH icon
UnitedHealth
UNH
+$57.4M
5
DHR icon
Danaher
DHR
+$24.8M

Top Sells

1
+$760M
2
+$68.5M
3
+$54.2M
4
IAC icon
IAC Inc
IAC
+$36.8M
5
PNC icon
PNC Financial Services
PNC
+$29.8M

Sector Composition

1 Financials 44.09%
2 Technology 18.28%
3 Healthcare 10.34%
4 Consumer Discretionary 7.89%
5 Communication Services 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$339K ﹤0.01%
31,900
552
$339K ﹤0.01%
9,661
-3,000
553
$338K ﹤0.01%
2,060
554
$337K ﹤0.01%
4,752
-3,185
555
$335K ﹤0.01%
19,500
556
$335K ﹤0.01%
8,000
557
$333K ﹤0.01%
5,000
558
$330K ﹤0.01%
1,725
559
$327K ﹤0.01%
2,562
-39,910
560
$327K ﹤0.01%
2,479
-1,418
561
$323K ﹤0.01%
2,168
+1,568
562
$322K ﹤0.01%
2,881
-96
563
$319K ﹤0.01%
746
564
$314K ﹤0.01%
1,333
-1,159
565
$313K ﹤0.01%
7,500
566
$312K ﹤0.01%
3,260
567
$312K ﹤0.01%
40,550
+20,000
568
$304K ﹤0.01%
5,066
-221
569
$303K ﹤0.01%
30,000
570
$302K ﹤0.01%
1,187
-11
571
$301K ﹤0.01%
1,533
+43
572
$299K ﹤0.01%
11,050
+10,050
573
$298K ﹤0.01%
1,224
574
$298K ﹤0.01%
12,927
575
$297K ﹤0.01%
3,797
-9,175
21 22
23
24 25