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
726
$140K ﹤0.01%
14,000
727
$140K ﹤0.01%
25,298
728
$139K ﹤0.01%
2,102
729
$139K ﹤0.01%
1,813
730
$137K ﹤0.01%
4,800
731
$136K ﹤0.01%
4,020
+2,242
732
$136K ﹤0.01%
3,753
733
$136K ﹤0.01%
1,748
734
$136K ﹤0.01%
3,500
-1,426
735
$134K ﹤0.01%
4,211
-2,758
736
$134K ﹤0.01%
1,442
737
$133K ﹤0.01%
2,618
738
$133K ﹤0.01%
4,194
739
$132K ﹤0.01%
1,500
740
$132K ﹤0.01%
3,316
741
$132K ﹤0.01%
1,622
-95
742
$132K ﹤0.01%
10,697
+7,500
743
$132K ﹤0.01%
1,342
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744
$131K ﹤0.01%
+6,400
745
$131K ﹤0.01%
+2,900
746
$131K ﹤0.01%
6,942
747
$130K ﹤0.01%
3,500
748
$129K ﹤0.01%
2,160
749
$129K ﹤0.01%
1,693
750
$129K ﹤0.01%
+2,000