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
1126
$16K ﹤0.01%
520
1127
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259
1128
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600
1129
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1,350
1130
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715
1131
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1132
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+1,000
1133
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1134
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1135
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1136
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1,361
1137
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20,000
1138
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3,100
1139
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4
1140
$15K ﹤0.01%
445
1141
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700
1142
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2,041
+45
1143
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1145
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553
-250
1146
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5,579
1147
$15K ﹤0.01%
1,400
1148
$14K ﹤0.01%
198
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1149
$14K ﹤0.01%
1,000
1150
$14K ﹤0.01%
300