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
1276
$4K ﹤0.01%
234
+1
1277
$4K ﹤0.01%
562
1278
$3K ﹤0.01%
52
1279
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202
1280
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250
1281
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62
1282
$3K ﹤0.01%
500
1283
$3K ﹤0.01%
557
1284
$3K ﹤0.01%
87
1285
$3K ﹤0.01%
+750
1286
$3K ﹤0.01%
415
1287
$3K ﹤0.01%
300
1288
$3K ﹤0.01%
153
1289
$3K ﹤0.01%
49
1290
$3K ﹤0.01%
2,000
1291
$3K ﹤0.01%
1,000
1292
$3K ﹤0.01%
5,000
1293
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87
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1
1295
$3K ﹤0.01%
200
1296
$3K ﹤0.01%
995
1297
$3K ﹤0.01%
1,000
-4,000
1298
$3K ﹤0.01%
102
1299
$3K ﹤0.01%
100
1300
$3K ﹤0.01%
10,000
50 51
52
53 54