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
1176
$5K ﹤0.01%
25
-25
1177
$5K ﹤0.01%
24
+5
1178
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200
1179
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262
1180
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3,200
1181
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100
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1183
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1184
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1185
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1186
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1,000
1187
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335
1189
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2,000
-12,875
1190
$5K ﹤0.01%
139
1191
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500
-1,000
1192
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+41
1193
$5K ﹤0.01%
2,400
-20,000
1194
$4K ﹤0.01%
95
1195
$4K ﹤0.01%
+1,014
1196
$4K ﹤0.01%
346
1197
$4K ﹤0.01%
350
-150
1198
$4K ﹤0.01%
+65
1199
$4K ﹤0.01%
300
1200
$4K ﹤0.01%
97
46 47
48
49 50