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
826
$100K ﹤0.01%
2,497
-1,000
827
$99K ﹤0.01%
2,230
828
$97K ﹤0.01%
700
829
$97K ﹤0.01%
574
830
$97K ﹤0.01%
794
831
$96K ﹤0.01%
1,650
832
$96K ﹤0.01%
2,500
833
$95K ﹤0.01%
3,539
834
$93K ﹤0.01%
3,360
835
$93K ﹤0.01%
4,092
836
$91K ﹤0.01%
1,500
837
$91K ﹤0.01%
1,009
838
$90K ﹤0.01%
693
839
$90K ﹤0.01%
3,200
840
$90K ﹤0.01%
2,000
841
$89K ﹤0.01%
4,253
842
$89K ﹤0.01%
1,298
-275
843
$89K ﹤0.01%
1,002
+1,000
844
$89K ﹤0.01%
495
-36
845
$88K ﹤0.01%
1,138
+441
846
$88K ﹤0.01%
2,000
847
$88K ﹤0.01%
22,000
848
$87K ﹤0.01%
601
849
$87K ﹤0.01%
3,800
850
$87K ﹤0.01%
5,000
-7,000
32 33
34
35 36