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
651
$249K ﹤0.01%
3,400
652
$249K ﹤0.01%
24,488
+600
653
$248K ﹤0.01%
8,960
654
$247K ﹤0.01%
20,000
+10,000
655
$246K ﹤0.01%
45,000
+15,000
656
$245K ﹤0.01%
47,495
657
$242K ﹤0.01%
6,350
658
$242K ﹤0.01%
4,000
659
$242K ﹤0.01%
15,410
660
$241K ﹤0.01%
11,667
661
$239K ﹤0.01%
5,561
662
$239K ﹤0.01%
1,390
+290
663
$239K ﹤0.01%
25,974
-1,091
664
$238K ﹤0.01%
+3,224
665
$238K ﹤0.01%
3,673
-6,901
666
$238K ﹤0.01%
3,000
667
$237K ﹤0.01%
5,881
668
$236K ﹤0.01%
7,086
-190
669
$235K ﹤0.01%
16,550
+50
670
$235K ﹤0.01%
31,433
671
$235K ﹤0.01%
8,040
672
$235K ﹤0.01%
2,932
-131
673
$231K ﹤0.01%
4,084
674
$231K ﹤0.01%
4,471
-1,848
675
$230K ﹤0.01%
1,169
+550
25 26
27
28 29