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
876
$71K ﹤0.01%
800
877
$70K ﹤0.01%
4,640
878
$69K ﹤0.01%
866
879
$69K ﹤0.01%
1,881
-80
880
$69K ﹤0.01%
1,500
881
$68K ﹤0.01%
1,700
882
$68K ﹤0.01%
193,715
-62,689
883
$67K ﹤0.01%
2,100
-500
884
$67K ﹤0.01%
383
+63
885
$66K ﹤0.01%
2,064
886
$66K ﹤0.01%
1,250
887
$66K ﹤0.01%
2,500
-66
888
$64K ﹤0.01%
3,951
889
$64K ﹤0.01%
530
890
$63K ﹤0.01%
384
891
$63K ﹤0.01%
1,837
+257
892
$63K ﹤0.01%
3,494
+225
893
$62K ﹤0.01%
3,200
894
$62K ﹤0.01%
1,487
+497
895
$62K ﹤0.01%
22,400
+2,400
896
$61K ﹤0.01%
814
-1,639
897
$61K ﹤0.01%
500
898
$60K ﹤0.01%
2,350
-300
899
$60K ﹤0.01%
3,157
-192
900
$60K ﹤0.01%
2,690
34 35
36
37 38