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
751
$139K ﹤0.01%
886
-71
752
$139K ﹤0.01%
1,603
753
$138K ﹤0.01%
6,942
754
$137K ﹤0.01%
1,722
755
$136K ﹤0.01%
477
+77
756
$134K ﹤0.01%
2,803
757
$134K ﹤0.01%
10,468
758
$133K ﹤0.01%
4,000
759
$132K ﹤0.01%
858
+508
760
$132K ﹤0.01%
700
761
$131K ﹤0.01%
304
-10
762
$131K ﹤0.01%
1,467
763
$131K ﹤0.01%
1,241
764
$129K ﹤0.01%
+500
765
$128K ﹤0.01%
2,472
766
$128K ﹤0.01%
1,810
+121
767
$128K ﹤0.01%
60,000
768
$127K ﹤0.01%
+2,000
769
$127K ﹤0.01%
1,997
770
$126K ﹤0.01%
8,966
+200
771
$126K ﹤0.01%
1,000
772
$125K ﹤0.01%
64,000
-48,200
773
$124K ﹤0.01%
+437
774
$124K ﹤0.01%
6,000
775
$124K ﹤0.01%
7,053
29 30
31
32 33