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
901
$66K ﹤0.01%
3,800
-3,300
902
$66K ﹤0.01%
2,730
903
$66K ﹤0.01%
2,755
904
$65K ﹤0.01%
2,650
905
$64K ﹤0.01%
530
906
$63K ﹤0.01%
1,522
907
$63K ﹤0.01%
1,625
+500
908
$63K ﹤0.01%
1,500
909
$62K ﹤0.01%
4,631
910
$62K ﹤0.01%
2,566
-633
911
$62K ﹤0.01%
500
912
$61K ﹤0.01%
5,000
913
$61K ﹤0.01%
1,400
914
$61K ﹤0.01%
468
915
$61K ﹤0.01%
801
916
$61K ﹤0.01%
2,405
917
$60K ﹤0.01%
+3,140
918
$60K ﹤0.01%
1,000
919
$60K ﹤0.01%
1,003
+1,000
920
$60K ﹤0.01%
500
921
$60K ﹤0.01%
57,525
-315,750
922
$59K ﹤0.01%
+2,000
923
$59K ﹤0.01%
3,724
+2,924
924
$59K ﹤0.01%
4,640
925
$59K ﹤0.01%
3,977
-1
35 36
37
38 39