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
576
$448K ﹤0.01%
23,744
577
$447K ﹤0.01%
62,000
+20,000
578
$445K ﹤0.01%
+50,000
579
$442K ﹤0.01%
28,190
-365
580
$442K ﹤0.01%
2,720
581
$441K ﹤0.01%
11,688
-1,059
582
$438K ﹤0.01%
8,402
583
$436K ﹤0.01%
4,375
584
$435K ﹤0.01%
10,875
585
$433K ﹤0.01%
3,600
586
$428K ﹤0.01%
3,875
-2,092
587
$428K ﹤0.01%
10,000
-5,300
588
$420K ﹤0.01%
10,000
-500
589
$419K ﹤0.01%
36,299
+12,100
590
$416K ﹤0.01%
3,817
-550
591
$416K ﹤0.01%
1,120
592
$412K ﹤0.01%
2,563
+129
593
$409K ﹤0.01%
20,869
594
$409K ﹤0.01%
8,175
-250
595
$405K ﹤0.01%
19,900
596
$405K ﹤0.01%
17,427
+100
597
$401K ﹤0.01%
7,606
598
$386K ﹤0.01%
5,500
599
$383K ﹤0.01%
2,650
600
$382K ﹤0.01%
4,900
22 23
24
25 26