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
626
$286K ﹤0.01%
5,988
627
$286K ﹤0.01%
+4,496
628
$282K ﹤0.01%
8,000
629
$280K ﹤0.01%
2,268
630
$278K ﹤0.01%
+15,000
631
$276K ﹤0.01%
2,150
632
$276K ﹤0.01%
3,777
+152
633
$276K ﹤0.01%
20,025
634
$274K ﹤0.01%
7,115
-550
635
$273K ﹤0.01%
2,000
636
$271K ﹤0.01%
1,699
+68
637
$271K ﹤0.01%
3,926
+126
638
$271K ﹤0.01%
1,512
+405
639
$268K ﹤0.01%
1,316
+500
640
$267K ﹤0.01%
6,052
641
$267K ﹤0.01%
940
-23
642
$267K ﹤0.01%
3,825
-600
643
$262K ﹤0.01%
+3,011
644
$258K ﹤0.01%
2,129
645
$258K ﹤0.01%
28,009
646
$257K ﹤0.01%
3,525
+75
647
$256K ﹤0.01%
3,594
648
$254K ﹤0.01%
4,200
649
$252K ﹤0.01%
56,280
+38,560
650
$249K ﹤0.01%
2,314
24 25
26
27 28