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
1076
$25K ﹤0.01%
5,680
1077
$25K ﹤0.01%
+3,449
1078
$24K ﹤0.01%
+700
1079
$24K ﹤0.01%
500
1080
$24K ﹤0.01%
1,725
1081
$24K ﹤0.01%
1,000
1082
$23K ﹤0.01%
575
-250
1083
$23K ﹤0.01%
1,000
1084
$23K ﹤0.01%
1,400
1085
$23K ﹤0.01%
870
1086
$23K ﹤0.01%
410
1087
$23K ﹤0.01%
690
1088
$22K ﹤0.01%
356
1089
$22K ﹤0.01%
100
1090
$22K ﹤0.01%
258
1091
$22K ﹤0.01%
980
1092
$22K ﹤0.01%
780
1093
$22K ﹤0.01%
1,200
1094
$22K ﹤0.01%
730
1095
$21K ﹤0.01%
350
1096
$21K ﹤0.01%
324
1097
$21K ﹤0.01%
7,020
1098
$21K ﹤0.01%
2,575
+1,000
1099
$21K ﹤0.01%
+732
1100
$20K ﹤0.01%
1,000
42 43
44
45 46