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
876
$79K ﹤0.01%
2,000
877
$78K ﹤0.01%
2,000
878
$78K ﹤0.01%
1,960
879
$78K ﹤0.01%
1,680
880
$76K ﹤0.01%
1,793
881
$76K ﹤0.01%
1,700
882
$75K ﹤0.01%
629
883
$75K ﹤0.01%
1,642
884
$75K ﹤0.01%
3,800
885
$74K ﹤0.01%
217
886
$74K ﹤0.01%
2,600
887
$74K ﹤0.01%
9,031
888
$72K ﹤0.01%
430
889
$72K ﹤0.01%
1,000
890
$72K ﹤0.01%
13,000
891
$71K ﹤0.01%
1,000
892
$71K ﹤0.01%
7,546
+4,500
893
$70K ﹤0.01%
3,269
-142
894
$68K ﹤0.01%
270
895
$68K ﹤0.01%
2,662
896
$68K ﹤0.01%
2,730
897
$67K ﹤0.01%
383
898
$66K ﹤0.01%
+950
899
$66K ﹤0.01%
3,500
900
$66K ﹤0.01%
516
-27
34 35
36
37 38