First Manhattan

First Manhattan Portfolio holdings

AUM $38.1B
1-Year Est. Return 20.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.59%
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 8.08%
5 Consumer Discretionary 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$39K ﹤0.01%
2,301
-250
1002
$39K ﹤0.01%
400
-65
1003
$39K ﹤0.01%
340
+145
1004
$39K ﹤0.01%
1,000
1005
$38K ﹤0.01%
+1,170
1006
$38K ﹤0.01%
1,250
1007
$37K ﹤0.01%
3,417
-499
1008
$37K ﹤0.01%
400
1009
$36K ﹤0.01%
3,662
1010
$36K ﹤0.01%
3,000
1011
$36K ﹤0.01%
1,810
1012
$36K ﹤0.01%
500
1013
$36K ﹤0.01%
4,300
1014
$36K ﹤0.01%
1,330
1015
$36K ﹤0.01%
2,466
-100
1016
$35K ﹤0.01%
1,000
1017
$35K ﹤0.01%
454
-160
1018
$35K ﹤0.01%
308
1019
$34K ﹤0.01%
600
-320
1020
$34K ﹤0.01%
601
+500
1021
$34K ﹤0.01%
6,259
1022
$34K ﹤0.01%
12,600
1023
$34K ﹤0.01%
168
1024
$34K ﹤0.01%
200
1025
$33K ﹤0.01%
10,000
39 40
41
42 43