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
1026
$33K ﹤0.01%
460
1027
$33K ﹤0.01%
890
1028
$33K ﹤0.01%
2,000
1029
$32K ﹤0.01%
3,000
1030
$32K ﹤0.01%
517
+500
1031
$32K ﹤0.01%
1,912
1032
$32K ﹤0.01%
864
-370
1033
$32K ﹤0.01%
3,310
1034
$32K ﹤0.01%
1,000
1035
$31K ﹤0.01%
275
1036
$31K ﹤0.01%
750
1037
$31K ﹤0.01%
+5
1038
$31K ﹤0.01%
600
+300
1039
$31K ﹤0.01%
1,000
1040
$31K ﹤0.01%
1,931
-666
1041
$31K ﹤0.01%
1,400
1042
$30K ﹤0.01%
925
1043
$30K ﹤0.01%
2,754
1044
$30K ﹤0.01%
90
1045
$30K ﹤0.01%
+63
1046
$30K ﹤0.01%
550
1047
$29K ﹤0.01%
800
1048
$29K ﹤0.01%
250
-1,060
1049
$29K ﹤0.01%
920
+1
1050
$29K ﹤0.01%
7,500
40 41
42
43 44