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
$16.3B
AUM Growth
-$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,552
New
Increased
Reduced
Closed

Top Buys

1 +$141M
2 +$56.9M
3 +$39.9M
4
PRGO icon
Perrigo
PRGO
+$39.1M
5
SCI icon
Service Corp International
SCI
+$30.2M

Top Sells

1 +$150M
2 +$110M
3 +$103M
4
AGN
Allergan plc
AGN
+$96.4M
5
CVS icon
CVS Health
CVS
+$45.4M

Sector Composition

1 Financials 34.67%
2 Healthcare 15.11%
3 Industrials 8.72%
4 Technology 7.81%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$7K ﹤0.01%
117
1202
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730
+430
1203
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582
1204
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1205
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648
1206
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300
-28,200
1207
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1208
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1209
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1210
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1211
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1212
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665
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1215
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1216
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1218
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1221
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1222
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1223
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5,000
1224
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100
1225
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1,050