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
$28.8B
AUM Growth
+$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,618
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$79.8M
3
+$34.7M
4
MKL icon
Markel Group
MKL
+$29.6M
5
SE icon
Sea Limited
SE
+$24.6M

Top Sells

1
+$94.7M
2
+$61.9M
3
+$51.8M
4
TMO icon
Thermo Fisher Scientific
TMO
+$49.7M
5
ENTG icon
Entegris
ENTG
+$39.3M

Sector Composition

1 Financials 45.95%
2 Technology 17.42%
3 Healthcare 8.82%
4 Consumer Discretionary 8.26%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$80.7K ﹤0.01%
803
777
$79.8K ﹤0.01%
593
+2
778
$79K ﹤0.01%
2,275
779
$78.5K ﹤0.01%
1,283
780
$77.9K ﹤0.01%
3,783
-1
781
$75.7K ﹤0.01%
+433
782
$75.3K ﹤0.01%
458
-2
783
$75.1K ﹤0.01%
+971
784
$74.1K ﹤0.01%
2,449
-897
785
$74K ﹤0.01%
502
+74
786
$73.8K ﹤0.01%
252
-533
787
$73.4K ﹤0.01%
540
788
$72.8K ﹤0.01%
3,845
-45
789
$72.5K ﹤0.01%
937
790
$72.2K ﹤0.01%
2,316
-1,000
791
$72.2K ﹤0.01%
726
+1
792
$72K ﹤0.01%
653
793
$71.7K ﹤0.01%
1,825
-2,075
794
$71.2K ﹤0.01%
2,216
+4
795
$71K ﹤0.01%
5,360
-1,549
796
$70.8K ﹤0.01%
926
797
$70.7K ﹤0.01%
8,595
-866
798
$70.5K ﹤0.01%
970
+194
799
$69.9K ﹤0.01%
1,700
800
$68.8K ﹤0.01%
592
30 31
32
33 34