First Manhattan

First Manhattan Portfolio holdings

AUM $38.1B
1-Year Est. Return 20.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.3B
AUM Growth
+$739M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,587
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$80.4M
3
+$66.8M
4
TMO icon
Thermo Fisher Scientific
TMO
+$55.7M
5
CMCSA icon
Comcast
CMCSA
+$41.6M

Top Sells

1
+$43M
2
+$40.4M
3
+$38.6M
4
AIG icon
American International
AIG
+$38.6M
5
MSFT icon
Microsoft
MSFT
+$29.8M

Sector Composition

1 Financials 34.65%
2 Healthcare 15.07%
3 Industrials 9.53%
4 Technology 7.54%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$6K ﹤0.01%
258
1227
$6K ﹤0.01%
31
1228
$6K ﹤0.01%
300
-400
1229
$6K ﹤0.01%
511
1230
$6K ﹤0.01%
582
1231
$6K ﹤0.01%
143
1232
$6K ﹤0.01%
260
-178
1233
$6K ﹤0.01%
100
-500
1234
$6K ﹤0.01%
478
1235
$6K ﹤0.01%
293
-1
1236
$6K ﹤0.01%
+1,700
1237
$6K ﹤0.01%
1,497
1238
$6K ﹤0.01%
250
-257
1239
$5K ﹤0.01%
153
1240
$5K ﹤0.01%
+268
1241
$5K ﹤0.01%
50
-50
1242
$5K ﹤0.01%
300
-578
1243
$5K ﹤0.01%
+150
1244
$5K ﹤0.01%
142
1245
$5K ﹤0.01%
404
1246
$5K ﹤0.01%
106
1247
$5K ﹤0.01%
150
1248
$5K ﹤0.01%
63
1249
$5K ﹤0.01%
6
1250
$5K ﹤0.01%
2,848
+1,655
48 49
50
51 52