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
576
$387K ﹤0.01%
10,716
-734
577
$386K ﹤0.01%
62,000
578
$386K ﹤0.01%
439,278
+200,700
579
$383K ﹤0.01%
36,000
580
$376K ﹤0.01%
2,650
581
$369K ﹤0.01%
4,509
-610
582
$368K ﹤0.01%
51,276
-1,562
583
$366K ﹤0.01%
3,533
584
$359K ﹤0.01%
1,970
585
$359K ﹤0.01%
27,630
586
$355K ﹤0.01%
8,800
587
$353K ﹤0.01%
10,671
+726
588
$350K ﹤0.01%
6,437
+4,937
589
$346K ﹤0.01%
4,900
590
$345K ﹤0.01%
4,379
-700
591
$344K ﹤0.01%
4,490
-1,010
592
$344K ﹤0.01%
14,466
+1,396
593
$342K ﹤0.01%
5,000
594
$338K ﹤0.01%
20,869
595
$336K ﹤0.01%
15,000
596
$334K ﹤0.01%
7,450
-38,775
597
$334K ﹤0.01%
+20,000
598
$331K ﹤0.01%
4,624
+8
599
$330K ﹤0.01%
5,389
-252
600
$330K ﹤0.01%
19,766
+2,339
22 23
24
25 26