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
901
$60K ﹤0.01%
3,500
902
$59K ﹤0.01%
3,204
+450
903
$59K ﹤0.01%
2,003
904
$59K ﹤0.01%
808
905
$59K ﹤0.01%
644
+154
906
$59K ﹤0.01%
760
907
$59K ﹤0.01%
500
908
$58K ﹤0.01%
600
-350
909
$58K ﹤0.01%
801
910
$57K ﹤0.01%
3,200
911
$57K ﹤0.01%
1,950
912
$56K ﹤0.01%
1,000
913
$55K ﹤0.01%
3,085
914
$55K ﹤0.01%
2,716
915
$55K ﹤0.01%
64,950
-11,500
916
$55K ﹤0.01%
871
+239
917
$54K ﹤0.01%
1,522
918
$54K ﹤0.01%
232
+112
919
$54K ﹤0.01%
1,093
920
$54K ﹤0.01%
1,500
921
$54K ﹤0.01%
3,225
-7,725
922
$54K ﹤0.01%
1,610
923
$53K ﹤0.01%
3,724
924
$53K ﹤0.01%
600
925
$53K ﹤0.01%
4,297
-334
35 36
37
38 39