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
676
$241K ﹤0.01%
11,000
+6,000
677
$237K ﹤0.01%
5,670
678
$237K ﹤0.01%
3,891
679
$237K ﹤0.01%
3,329
680
$236K ﹤0.01%
5,875
-3,525
681
$236K ﹤0.01%
2,129
682
$236K ﹤0.01%
3,210
-1
683
$233K ﹤0.01%
2,438
684
$232K ﹤0.01%
33,427
685
$232K ﹤0.01%
6,350
686
$232K ﹤0.01%
11,500
687
$231K ﹤0.01%
15,000
688
$227K ﹤0.01%
2,000
689
$226K ﹤0.01%
5,870
+4
690
$225K ﹤0.01%
2,800
691
$224K ﹤0.01%
12,887
692
$224K ﹤0.01%
1,437
-156
693
$221K ﹤0.01%
27,661
694
$217K ﹤0.01%
4,312
695
$213K ﹤0.01%
3,203
-316
696
$208K ﹤0.01%
10,400
-522,279
697
$203K ﹤0.01%
4,000
698
$203K ﹤0.01%
3,692
699
$202K ﹤0.01%
4,540
700
$201K ﹤0.01%
4,323
26 27
28
29 30