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
626
$315K ﹤0.01%
2,489
+110
627
$314K ﹤0.01%
7,665
628
$313K ﹤0.01%
2,400
-100
629
$312K ﹤0.01%
4,868
-12
630
$311K ﹤0.01%
4,868
631
$310K ﹤0.01%
44,175
-2,000
632
$309K ﹤0.01%
18,094
633
$306K ﹤0.01%
15,410
634
$306K ﹤0.01%
5,000
635
$303K ﹤0.01%
8,100
-850
636
$301K ﹤0.01%
3,000
637
$296K ﹤0.01%
+71,200
638
$293K ﹤0.01%
31,433
639
$293K ﹤0.01%
8,720
+8,700
640
$292K ﹤0.01%
2,150
-850
641
$292K ﹤0.01%
27,065
+1,788
642
$291K ﹤0.01%
36,000
643
$286K ﹤0.01%
23,888
644
$283K ﹤0.01%
3,993
645
$279K ﹤0.01%
5,561
646
$278K ﹤0.01%
28,009
647
$278K ﹤0.01%
6,395
-1
648
$277K ﹤0.01%
7,515
-2,320
649
$277K ﹤0.01%
15,000
650
$277K ﹤0.01%
2,710
24 25
26
27 28