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
801
$113K ﹤0.01%
57
802
$113K ﹤0.01%
22,900
-11,650
803
$113K ﹤0.01%
+6,000
804
$111K ﹤0.01%
2,000
+1,000
805
$111K ﹤0.01%
2,000
806
$111K ﹤0.01%
30,000
807
$109K ﹤0.01%
3,970
808
$109K ﹤0.01%
400
809
$109K ﹤0.01%
2,201
+232
810
$108K ﹤0.01%
1,000
811
$107K ﹤0.01%
8,850
-191
812
$106K ﹤0.01%
8,338
813
$106K ﹤0.01%
1,603
814
$106K ﹤0.01%
+2,850
815
$105K ﹤0.01%
4,680
816
$105K ﹤0.01%
600
817
$105K ﹤0.01%
3,740
818
$105K ﹤0.01%
7,062
819
$104K ﹤0.01%
1,708
820
$104K ﹤0.01%
8,766
821
$103K ﹤0.01%
+2,000
822
$102K ﹤0.01%
18,225
823
$101K ﹤0.01%
1,700
824
$100K ﹤0.01%
2,946
825
$100K ﹤0.01%
1,114
-262
31 32
33
34 35