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
$28.8B
AUM Growth
+$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,618
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$79.8M
3
+$34.7M
4
MKL icon
Markel Group
MKL
+$29.6M
5
SE icon
Sea Limited
SE
+$24.6M

Top Sells

1
+$94.7M
2
+$61.9M
3
+$51.8M
4
TMO icon
Thermo Fisher Scientific
TMO
+$49.7M
5
ENTG icon
Entegris
ENTG
+$39.3M

Sector Composition

1 Financials 45.95%
2 Technology 17.42%
3 Healthcare 8.82%
4 Consumer Discretionary 8.26%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$51.2K ﹤0.01%
1,000
852
$51K ﹤0.01%
1,032
853
$50.8K ﹤0.01%
610
854
$50.5K ﹤0.01%
2,200
855
$50.1K ﹤0.01%
288
856
$50K ﹤0.01%
2,150
857
$49.8K ﹤0.01%
2,599
858
$49.5K ﹤0.01%
547
+2
859
$49.5K ﹤0.01%
500
860
$49.1K ﹤0.01%
400
861
$49.1K ﹤0.01%
578
862
$49K ﹤0.01%
2,644
863
$48.8K ﹤0.01%
438
864
$48.8K ﹤0.01%
809
-34
865
$48.6K ﹤0.01%
26,400
866
$48.5K ﹤0.01%
811
+403
867
$48.5K ﹤0.01%
2,560
868
$48.4K ﹤0.01%
170
869
$47.9K ﹤0.01%
+376
870
$47.8K ﹤0.01%
171
871
$47.4K ﹤0.01%
1,763
+506
872
$47.1K ﹤0.01%
700
873
$46.9K ﹤0.01%
2,642
874
$46.3K ﹤0.01%
217
875
$46.1K ﹤0.01%
3,100
33 34
35
36 37