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
$35.4B
AUM Growth
+$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$208M
2
+$119M
3
+$101M
4
UNH icon
UnitedHealth
UNH
+$93.7M
5
CRM icon
Salesforce
CRM
+$90M

Top Sells

1
+$157M
2
+$136M
3
+$88.7M
4
FTV icon
Fortive
FTV
+$79.7M
5
ORCL icon
Oracle
ORCL
+$70.5M

Sector Composition

1 Financials 44.67%
2 Technology 22.14%
3 Consumer Discretionary 7.54%
4 Communication Services 5.73%
5 Healthcare 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$334K ﹤0.01%
+15,250
602
$334K ﹤0.01%
2,012
603
$325K ﹤0.01%
2,235
-42
604
$325K ﹤0.01%
1,452
-170
605
$321K ﹤0.01%
6,850
606
$315K ﹤0.01%
3,800
-10
607
$315K ﹤0.01%
100,000
608
$314K ﹤0.01%
22,311
609
$312K ﹤0.01%
5,718
610
$310K ﹤0.01%
16,985
611
$308K ﹤0.01%
6,400
612
$307K ﹤0.01%
5,485
-96
613
$305K ﹤0.01%
4,100
614
$305K ﹤0.01%
13,806
-7,123
615
$298K ﹤0.01%
5,724
+1,024
616
$296K ﹤0.01%
3,117
617
$292K ﹤0.01%
18,507
618
$290K ﹤0.01%
2,729
619
$290K ﹤0.01%
2,744
+100
620
$289K ﹤0.01%
2,640
621
$284K ﹤0.01%
+4,343
622
$284K ﹤0.01%
2,238
623
$280K ﹤0.01%
31,057
-700
624
$279K ﹤0.01%
1,279
625
$276K ﹤0.01%
2,875
23 24
25
26 27