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
1051
$29K ﹤0.01%
1,190
+190
1052
$29K ﹤0.01%
7,500
1053
$28K ﹤0.01%
1,542
+1
1054
$28K ﹤0.01%
724
1055
$28K ﹤0.01%
500
1056
$28K ﹤0.01%
120
1057
$28K ﹤0.01%
2,500
1058
$27K ﹤0.01%
694
1059
$27K ﹤0.01%
3,433
-1,054
1060
$27K ﹤0.01%
1,500
1061
$27K ﹤0.01%
366
1062
$27K ﹤0.01%
2,400
1063
$27K ﹤0.01%
1,780
1064
$27K ﹤0.01%
1,066
1065
$27K ﹤0.01%
1,500
1066
$26K ﹤0.01%
+2,300
1067
$26K ﹤0.01%
2,426
+150
1068
$26K ﹤0.01%
2,045
1069
$26K ﹤0.01%
+1,425
1070
$26K ﹤0.01%
3,040
1071
$26K ﹤0.01%
1,018
1072
$25K ﹤0.01%
+3,449
1073
$25K ﹤0.01%
516
1074
$25K ﹤0.01%
625
1075
$25K ﹤0.01%
150