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
601
$381K ﹤0.01%
10,000
-1,000
602
$378K ﹤0.01%
1,654
603
$373K ﹤0.01%
12,042
604
$371K ﹤0.01%
10,405
-8,850
605
$367K ﹤0.01%
1,970
606
$365K ﹤0.01%
13,116
607
$355K ﹤0.01%
3,825
608
$352K ﹤0.01%
17,500
609
$351K ﹤0.01%
31,500
610
$351K ﹤0.01%
9,945
611
$348K ﹤0.01%
8,800
612
$348K ﹤0.01%
+10,000
613
$348K ﹤0.01%
7,420
614
$343K ﹤0.01%
728
615
$343K ﹤0.01%
32,125
616
$338K ﹤0.01%
24,174
617
$338K ﹤0.01%
15,297
618
$334K ﹤0.01%
20,025
619
$330K ﹤0.01%
7,000
-17,000
620
$329K ﹤0.01%
8,240
621
$328K ﹤0.01%
4,200
622
$326K ﹤0.01%
3,625
623
$325K ﹤0.01%
7,500
624
$322K ﹤0.01%
11,700
625
$315K ﹤0.01%
30,000
23 24
25
26 27