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
601
$330K ﹤0.01%
+2,584
602
$328K ﹤0.01%
23,744
603
$326K ﹤0.01%
15,297
604
$326K ﹤0.01%
17,062
605
$324K ﹤0.01%
+25,000
606
$323K ﹤0.01%
11,700
607
$321K ﹤0.01%
+1,759
608
$319K ﹤0.01%
17,500
609
$316K ﹤0.01%
20,000
610
$315K ﹤0.01%
13,000
611
$313K ﹤0.01%
6,700
-300
612
$312K ﹤0.01%
7,500
613
$311K ﹤0.01%
4,205
+100
614
$308K ﹤0.01%
8,899
615
$307K ﹤0.01%
2,851
+141
616
$306K ﹤0.01%
20,303
-1,105
617
$305K ﹤0.01%
32,125
618
$304K ﹤0.01%
31,500
619
$304K ﹤0.01%
18,503
+409
620
$302K ﹤0.01%
707
+24
621
$296K ﹤0.01%
15,000
622
$292K ﹤0.01%
3,493
623
$291K ﹤0.01%
21,050
-2,300
624
$288K ﹤0.01%
24,174
625
$286K ﹤0.01%
164
+107
23 24
25
26 27