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
751
$151K ﹤0.01%
11,800
-3,825
752
$150K ﹤0.01%
10,468
753
$150K ﹤0.01%
1,900
754
$149K ﹤0.01%
2,210
-5,255
755
$148K ﹤0.01%
1,314
756
$148K ﹤0.01%
9,984
+1
757
$145K ﹤0.01%
3,000
758
$140K ﹤0.01%
3,000
759
$140K ﹤0.01%
9,090
-1
760
$140K ﹤0.01%
2,298
761
$139K ﹤0.01%
957
762
$139K ﹤0.01%
60,000
763
$138K ﹤0.01%
8,375
-210
764
$138K ﹤0.01%
1,595
765
$138K ﹤0.01%
4,668
766
$136K ﹤0.01%
3,042
+1,755
767
$135K ﹤0.01%
4,139
768
$135K ﹤0.01%
5,085
-1,439,381
769
$134K ﹤0.01%
277
-118
770
$134K ﹤0.01%
2,024
-1,000
771
$133K ﹤0.01%
500
772
$133K ﹤0.01%
2,472
+362
773
$133K ﹤0.01%
+13,100
774
$131K ﹤0.01%
1,467
-25
775
$130K ﹤0.01%
10,000
29 30
31
32 33