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
776
$129K ﹤0.01%
1,500
777
$129K ﹤0.01%
2,000
778
$129K ﹤0.01%
2,387
779
$128K ﹤0.01%
6,600
780
$128K ﹤0.01%
3,000
781
$127K ﹤0.01%
6,942
782
$126K ﹤0.01%
2,800
+1,900
783
$125K ﹤0.01%
+2,000
784
$125K ﹤0.01%
900
785
$124K ﹤0.01%
16,770
786
$123K ﹤0.01%
1,495
+7
787
$123K ﹤0.01%
1,400
788
$122K ﹤0.01%
1,030
789
$121K ﹤0.01%
5,442
790
$121K ﹤0.01%
1,200
791
$120K ﹤0.01%
28,000
792
$119K ﹤0.01%
951
793
$119K ﹤0.01%
1,484
794
$119K ﹤0.01%
1,970
+1,018
795
$118K ﹤0.01%
16,600
-1,000
796
$118K ﹤0.01%
3,000
797
$118K ﹤0.01%
5,341
-5,843
798
$116K ﹤0.01%
2,500
-150
799
$116K ﹤0.01%
4,455
800
$115K ﹤0.01%
1,000
30 31
32
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