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
$16.3B
AUM Growth
+$739M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,587
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$80.4M
3
+$66.8M
4
TMO icon
Thermo Fisher Scientific
TMO
+$55.7M
5
CMCSA icon
Comcast
CMCSA
+$41.6M

Top Sells

1
+$43M
2
+$40.4M
3
+$38.6M
4
AIG icon
American International
AIG
+$38.6M
5
MSFT icon
Microsoft
MSFT
+$29.8M

Sector Composition

1 Financials 34.65%
2 Healthcare 15.07%
3 Industrials 9.48%
4 Technology 7.54%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$188K ﹤0.01%
6,000
677
$186K ﹤0.01%
4,396
678
$186K ﹤0.01%
3,425
679
$185K ﹤0.01%
+5,638
680
$185K ﹤0.01%
11,362
-1,233
681
$184K ﹤0.01%
5,000
682
$183K ﹤0.01%
600
683
$182K ﹤0.01%
1,970
684
$182K ﹤0.01%
3,924
+3,023
685
$180K ﹤0.01%
4,426
686
$180K ﹤0.01%
13,040
687
$180K ﹤0.01%
3,800
688
$178K ﹤0.01%
3,323
689
$177K ﹤0.01%
5,465
-6,570
690
$177K ﹤0.01%
13,138
+600
691
$175K ﹤0.01%
5,142
692
$173K ﹤0.01%
1,845
693
$172K ﹤0.01%
392,066
-40,000
694
$171K ﹤0.01%
59,707
695
$171K ﹤0.01%
7,640
696
$169K ﹤0.01%
1,978
697
$169K ﹤0.01%
1,733
698
$169K ﹤0.01%
4,000
699
$168K ﹤0.01%
2,800
700
$167K ﹤0.01%
3,500
26 27
28
29 30