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
701
$201K ﹤0.01%
5,000
702
$199K ﹤0.01%
816
703
$198K ﹤0.01%
1,100
704
$197K ﹤0.01%
12,278
-7,944
705
$196K ﹤0.01%
4,718
706
$195K ﹤0.01%
8,300
707
$194K ﹤0.01%
5,491
708
$194K ﹤0.01%
27,720
709
$191K ﹤0.01%
1,345
-184
710
$189K ﹤0.01%
3,194
711
$189K ﹤0.01%
1,903
712
$189K ﹤0.01%
1,800
713
$188K ﹤0.01%
7,500
714
$187K ﹤0.01%
599
715
$186K ﹤0.01%
1,031
716
$186K ﹤0.01%
4,400
717
$185K ﹤0.01%
2,250
718
$185K ﹤0.01%
4,925
719
$180K ﹤0.01%
12,584
720
$179K ﹤0.01%
1,981
+300
721
$178K ﹤0.01%
2,500
722
$177K ﹤0.01%
2,220
-1,600
723
$176K ﹤0.01%
2,900
724
$176K ﹤0.01%
12,800
725
$175K ﹤0.01%
10,000
27 28
29
30 31