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
976
$45K ﹤0.01%
200
977
$45K ﹤0.01%
210
+50
978
$45K ﹤0.01%
3,500
979
$45K ﹤0.01%
2,546
+19
980
$44K ﹤0.01%
450
981
$44K ﹤0.01%
2,655
982
$44K ﹤0.01%
400
983
$44K ﹤0.01%
7,025
984
$44K ﹤0.01%
632
985
$44K ﹤0.01%
3,200
986
$43K ﹤0.01%
568
-70
987
$43K ﹤0.01%
2,659
-2
988
$43K ﹤0.01%
600
989
$43K ﹤0.01%
1,600
990
$43K ﹤0.01%
1,000
991
$43K ﹤0.01%
3,000
992
$42K ﹤0.01%
120
993
$42K ﹤0.01%
+3,500
994
$42K ﹤0.01%
1,800
995
$41K ﹤0.01%
355
-25
996
$41K ﹤0.01%
469
997
$41K ﹤0.01%
1,086
-218
998
$40K ﹤0.01%
780
999
$40K ﹤0.01%
4,345
-1,100
1000
$40K ﹤0.01%
685
+510
38 39
40
41 42