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
726
$174K ﹤0.01%
1,315
727
$172K ﹤0.01%
1,085
-15
728
$172K ﹤0.01%
8,148
729
$171K ﹤0.01%
2,010
730
$169K ﹤0.01%
7,995
731
$166K ﹤0.01%
2,842
732
$166K ﹤0.01%
570
+5
733
$165K ﹤0.01%
3,800
734
$164K ﹤0.01%
3,800
-200
735
$162K ﹤0.01%
7,500
736
$161K ﹤0.01%
4,000
737
$161K ﹤0.01%
2,000
738
$160K ﹤0.01%
5,138
739
$160K ﹤0.01%
4,270
740
$160K ﹤0.01%
1,241
-11,793
741
$160K ﹤0.01%
7,845
742
$160K ﹤0.01%
56,420
-3,500
743
$159K ﹤0.01%
825
744
$157K ﹤0.01%
6,288
+208
745
$156K ﹤0.01%
1,500
746
$155K ﹤0.01%
700
747
$154K ﹤0.01%
17,000
748
$153K ﹤0.01%
7,053
749
$151K ﹤0.01%
2,803
750
$151K ﹤0.01%
61,400
28 29
30
31 32