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
$16.3B
AUM Growth
+$739M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,587
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$80.4M
3
+$66.8M
4
TMO icon
Thermo Fisher Scientific
TMO
+$55.7M
5
CMCSA icon
Comcast
CMCSA
+$41.6M

Top Sells

1
+$43M
2
+$40.4M
3
+$38.6M
4
AIG icon
American International
AIG
+$38.6M
5
MSFT icon
Microsoft
MSFT
+$29.8M

Sector Composition

1 Financials 34.65%
2 Healthcare 15.07%
3 Industrials 9.48%
4 Technology 7.54%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$87K ﹤0.01%
1,434
827
$86K ﹤0.01%
1,390
828
$86K ﹤0.01%
2,819
829
$85K ﹤0.01%
6,404
830
$84K ﹤0.01%
5,994
-437
831
$84K ﹤0.01%
4,668
832
$84K ﹤0.01%
3,200
833
$84K ﹤0.01%
411
834
$84K ﹤0.01%
2,450
835
$84K ﹤0.01%
1,370
836
$83K ﹤0.01%
217
837
$82K ﹤0.01%
+1,500
838
$82K ﹤0.01%
4,000
-6,000
839
$81K ﹤0.01%
4,099
840
$81K ﹤0.01%
1,723
841
$81K ﹤0.01%
20,500
+20,000
842
$81K ﹤0.01%
+2,068
843
$80K ﹤0.01%
4,672
-3,000
844
$79K ﹤0.01%
1,000
845
$79K ﹤0.01%
2,000
846
$79K ﹤0.01%
1,500
847
$78K ﹤0.01%
1,144
-140
848
$78K ﹤0.01%
1,400
849
$78K ﹤0.01%
6,808
-1,818
850
$77K ﹤0.01%
796
+501
32 33
34
35 36