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
$17.3B
AUM Growth
+$1.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,528
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$63.1M
3
+$56.5M
4
COF icon
Capital One
COF
+$22.5M
5
SCI icon
Service Corp International
SCI
+$19.4M

Top Sells

1
+$122M
2
+$45.7M
3
+$44.4M
4
ALKS icon
Alkermes
ALKS
+$27.7M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$25.4M

Sector Composition

1 Financials 39.96%
2 Healthcare 11.07%
3 Technology 10.96%
4 Consumer Discretionary 8.27%
5 Communication Services 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$91K ﹤0.01%
3,800
827
$90K ﹤0.01%
700
-100
828
$90K ﹤0.01%
526
+77
829
$90K ﹤0.01%
794
830
$89K ﹤0.01%
2,000
831
$89K ﹤0.01%
700
832
$88K ﹤0.01%
1,700
833
$88K ﹤0.01%
1,053
834
$88K ﹤0.01%
3,539
835
$87K ﹤0.01%
1,764
-205
836
$87K ﹤0.01%
676
+160
837
$86K ﹤0.01%
3,000
838
$86K ﹤0.01%
2,000
839
$86K ﹤0.01%
21,626
840
$85K ﹤0.01%
+3,339
841
$85K ﹤0.01%
4,092
842
$85K ﹤0.01%
4,000
843
$85K ﹤0.01%
3,800
844
$84K ﹤0.01%
28,000
845
$84K ﹤0.01%
3,360
846
$84K ﹤0.01%
37,700
-18,720
847
$83K ﹤0.01%
3,022
+76
848
$83K ﹤0.01%
1,117
849
$82K ﹤0.01%
693
850
$81K ﹤0.01%
217
32 33
34
35 36