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
951
$53K ﹤0.01%
1,038
952
$52K ﹤0.01%
4,000
953
$52K ﹤0.01%
2,800
954
$52K ﹤0.01%
5,000
955
$52K ﹤0.01%
1,500
956
$51K ﹤0.01%
5,000
957
$51K ﹤0.01%
+800
958
$51K ﹤0.01%
1,933
959
$50K ﹤0.01%
2,476
960
$50K ﹤0.01%
627
961
$50K ﹤0.01%
17,800
962
$49K ﹤0.01%
490
963
$49K ﹤0.01%
3,187
964
$48K ﹤0.01%
5,000
965
$47K ﹤0.01%
1,000
966
$47K ﹤0.01%
3,200
967
$47K ﹤0.01%
3,050
-140
968
$47K ﹤0.01%
67
969
$47K ﹤0.01%
1,169
970
$47K ﹤0.01%
1,440
971
$46K ﹤0.01%
990
972
$46K ﹤0.01%
1,610
973
$46K ﹤0.01%
376
974
$46K ﹤0.01%
878
975
$46K ﹤0.01%
27,520
37 38
39
40 41