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
851
$81K ﹤0.01%
858
852
$80K ﹤0.01%
1,612
+198
853
$80K ﹤0.01%
2,000
854
$80K ﹤0.01%
4,253
855
$80K ﹤0.01%
1,625
856
$80K ﹤0.01%
197
857
$80K ﹤0.01%
383
858
$80K ﹤0.01%
805
+785
859
$79K ﹤0.01%
632
+32
860
$79K ﹤0.01%
1,730
861
$79K ﹤0.01%
11,600
862
$78K ﹤0.01%
7,433
-905
863
$77K ﹤0.01%
690
864
$75K ﹤0.01%
4,018
865
$74K ﹤0.01%
4,050
-630
866
$74K ﹤0.01%
2,128
+120
867
$74K ﹤0.01%
4,672
868
$74K ﹤0.01%
9,031
869
$73K ﹤0.01%
700
870
$73K ﹤0.01%
1,400
-200
871
$73K ﹤0.01%
3,000
872
$72K ﹤0.01%
1,815
+1,190
873
$72K ﹤0.01%
1,800
874
$72K ﹤0.01%
3,740
875
$71K ﹤0.01%
570
+102
33 34
35
36 37