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
1126
$9K ﹤0.01%
250
1127
$9K ﹤0.01%
638
1128
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30
1129
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50
1130
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+189
1131
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1,000
1132
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1,500
1133
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1,000
1134
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100
-96
1135
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178
-179
1136
$8K ﹤0.01%
780
1137
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150
1138
$8K ﹤0.01%
50
1139
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300
1140
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120
1141
$7K ﹤0.01%
+50
1142
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+200
1143
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1144
$7K ﹤0.01%
+50
1145
$7K ﹤0.01%
1,885
1146
$7K ﹤0.01%
525
1147
$7K ﹤0.01%
350
1148
$7K ﹤0.01%
+200
1149
$7K ﹤0.01%
1,933
1150
$7K ﹤0.01%
4,299
-70
44 45
46
47 48