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
1151
$14K ﹤0.01%
146
1152
$14K ﹤0.01%
332
1153
$14K ﹤0.01%
783
1154
$14K ﹤0.01%
3,173
1155
$14K ﹤0.01%
1,100
-12,038
1156
$14K ﹤0.01%
+300
1157
$14K ﹤0.01%
2,000
1158
$14K ﹤0.01%
1,000
1159
$14K ﹤0.01%
+200
1160
$14K ﹤0.01%
854
1161
$13K ﹤0.01%
233
1162
$13K ﹤0.01%
300
1163
$13K ﹤0.01%
1,544
1164
$13K ﹤0.01%
200
1165
$13K ﹤0.01%
936
1166
$13K ﹤0.01%
312
1167
$13K ﹤0.01%
+167
1168
$13K ﹤0.01%
711
1169
$13K ﹤0.01%
200
-300
1170
$13K ﹤0.01%
+100
1171
$12K ﹤0.01%
703
1172
$12K ﹤0.01%
200
1173
$12K ﹤0.01%
294
1174
$12K ﹤0.01%
112
1175
$12K ﹤0.01%
300
-3,000
45 46
47
48 49