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
1101
$20K ﹤0.01%
350
1102
$20K ﹤0.01%
+269
1103
$20K ﹤0.01%
1,200
1104
$19K ﹤0.01%
477
+33
1105
$19K ﹤0.01%
+500
1106
$19K ﹤0.01%
675
1107
$19K ﹤0.01%
1,937
1108
$19K ﹤0.01%
+520
1109
$19K ﹤0.01%
857
1110
$19K ﹤0.01%
750
1111
$19K ﹤0.01%
200
1112
$19K ﹤0.01%
1,250
1113
$18K ﹤0.01%
450
1114
$18K ﹤0.01%
415
1115
$18K ﹤0.01%
487
1116
$18K ﹤0.01%
685
1117
$18K ﹤0.01%
+350
1118
$18K ﹤0.01%
332
-1
1119
$18K ﹤0.01%
200
1120
$18K ﹤0.01%
1,100
-17,500
1121
$18K ﹤0.01%
461
1122
$17K ﹤0.01%
+200
1123
$17K ﹤0.01%
2,535
1124
$17K ﹤0.01%
1,000
1125
$17K ﹤0.01%
9,741
-140
43 44
45
46 47