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
651
$277K ﹤0.01%
9,000
+4,000
652
$276K ﹤0.01%
17,276
+281
653
$276K ﹤0.01%
4,200
+800
654
$275K ﹤0.01%
17,062
655
$270K ﹤0.01%
47,495
656
$268K ﹤0.01%
8,040
657
$268K ﹤0.01%
1,433
+225
658
$265K ﹤0.01%
11,022
659
$262K ﹤0.01%
3,400
+250
660
$259K ﹤0.01%
9,763
661
$259K ﹤0.01%
4,000
662
$258K ﹤0.01%
4,084
-40
663
$256K ﹤0.01%
5,995
664
$256K ﹤0.01%
2,100
665
$256K ﹤0.01%
10,500
666
$254K ﹤0.01%
2,000
667
$254K ﹤0.01%
3,800
668
$253K ﹤0.01%
+43,100
669
$251K ﹤0.01%
13,000
-3,000
670
$250K ﹤0.01%
3,300
671
$245K ﹤0.01%
1,631
672
$245K ﹤0.01%
13,800
673
$242K ﹤0.01%
5,988
674
$242K ﹤0.01%
15,000
675
$241K ﹤0.01%
8,960
25 26
27
28 29