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
$19.4B
AUM Growth
+$2.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,542
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$77.8M
3
+$64.3M
4
KEYS icon
Keysight
KEYS
+$62.4M
5
AZO icon
AutoZone
AZO
+$56.1M

Top Sells

1
+$82.5M
2
+$42.5M
3
+$38.2M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$27M
5
JNJ icon
Johnson & Johnson
JNJ
+$22.7M

Sector Composition

1 Financials 38.9%
2 Technology 17.9%
3 Healthcare 11.08%
4 Communication Services 8.12%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$18K ﹤0.01%
172
-122
1027
$17K ﹤0.01%
1,000
1028
$17K ﹤0.01%
1,563
1029
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120
1030
$17K ﹤0.01%
332
1031
$17K ﹤0.01%
350
+229
1032
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682
1033
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447
-39
1034
$17K ﹤0.01%
165
1035
$17K ﹤0.01%
1,600
1036
$16K ﹤0.01%
1,000
1037
$16K ﹤0.01%
750
1038
$16K ﹤0.01%
3,204
1039
$16K ﹤0.01%
416
1040
$16K ﹤0.01%
1,000
1041
$16K ﹤0.01%
129
-75
1042
$16K ﹤0.01%
3,293
1043
$16K ﹤0.01%
200
1044
$16K ﹤0.01%
170
+20
1045
$16K ﹤0.01%
220
1046
$16K ﹤0.01%
1,734
-4,575
1047
$16K ﹤0.01%
84
-8
1048
$16K ﹤0.01%
150
1049
$16K ﹤0.01%
+900
1050
$16K ﹤0.01%
300
40 41
42
43 44