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
926
$59K ﹤0.01%
2,021
-542
927
$59K ﹤0.01%
760
928
$59K ﹤0.01%
2,056
929
$58K ﹤0.01%
31
930
$58K ﹤0.01%
600
931
$58K ﹤0.01%
700
932
$58K ﹤0.01%
5,000
933
$58K ﹤0.01%
1,950
934
$57K ﹤0.01%
1,214
-500
935
$57K ﹤0.01%
10,000
936
$57K ﹤0.01%
700
937
$57K ﹤0.01%
1,500
938
$57K ﹤0.01%
4,834
+3,800
939
$57K ﹤0.01%
2,690
940
$57K ﹤0.01%
1,245
941
$57K ﹤0.01%
1,600
942
$56K ﹤0.01%
1,881
943
$56K ﹤0.01%
2,975
944
$56K ﹤0.01%
+3,500
945
$55K ﹤0.01%
960
946
$55K ﹤0.01%
2,000
947
$55K ﹤0.01%
7,000
-3,000
948
$54K ﹤0.01%
400
949
$54K ﹤0.01%
374
950
$53K ﹤0.01%
1,946
36 37
38
39 40