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
676
$229K ﹤0.01%
5,750
-125
677
$229K ﹤0.01%
2,100
678
$228K ﹤0.01%
1,350
+1,200
679
$227K ﹤0.01%
4,312
680
$219K ﹤0.01%
9,763
681
$217K ﹤0.01%
11,900
-2,000
682
$217K ﹤0.01%
12,337
683
$213K ﹤0.01%
+7,100
684
$213K ﹤0.01%
1,903
685
$213K ﹤0.01%
13,020
+20
686
$209K ﹤0.01%
4,010
+119
687
$208K ﹤0.01%
+15,000
688
$208K ﹤0.01%
3,872
689
$206K ﹤0.01%
1,031
690
$205K ﹤0.01%
1,360
691
$203K ﹤0.01%
2,810
+2,356
692
$201K ﹤0.01%
12,800
693
$201K ﹤0.01%
+3,000
694
$198K ﹤0.01%
1,256
+161
695
$198K ﹤0.01%
12,887
696
$198K ﹤0.01%
2,250
697
$198K ﹤0.01%
5,000
698
$198K ﹤0.01%
10,000
-1,500
699
$197K ﹤0.01%
7,500
-3,500
700
$193K ﹤0.01%
+785
26 27
28
29 30