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
726
$167K ﹤0.01%
1,200
+650
727
$165K ﹤0.01%
5,656
-13,400
728
$163K ﹤0.01%
2,168
+144
729
$163K ﹤0.01%
4,925
730
$161K ﹤0.01%
63,400
+2,000
731
$159K ﹤0.01%
2,000
732
$157K ﹤0.01%
4,139
733
$156K ﹤0.01%
12,584
734
$156K ﹤0.01%
1,800
-200
735
$155K ﹤0.01%
7,500
736
$155K ﹤0.01%
2,325
737
$155K ﹤0.01%
2,220
738
$155K ﹤0.01%
3,800
739
$153K ﹤0.01%
1,315
740
$152K ﹤0.01%
1,500
741
$152K ﹤0.01%
7,636
742
$152K ﹤0.01%
7,695
743
$151K ﹤0.01%
500
744
$147K ﹤0.01%
+18,288
745
$147K ﹤0.01%
3,559
+659
746
$147K ﹤0.01%
1,483
+1,326
747
$144K ﹤0.01%
3,000
748
$140K ﹤0.01%
9,905
-79
749
$140K ﹤0.01%
8,148
750
$140K ﹤0.01%
7,845
28 29
30
31 32