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
1276
$4K ﹤0.01%
250
1277
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100
1278
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125
1279
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350
1280
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1281
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+70
1282
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500
1283
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1,000
1284
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109
1285
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150
1286
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16
1287
$4K ﹤0.01%
350
1288
$3K ﹤0.01%
336
1289
$3K ﹤0.01%
158
1290
$3K ﹤0.01%
230
1291
$3K ﹤0.01%
50
1292
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+150
1293
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1294
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80
1295
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100
1296
$3K ﹤0.01%
110
1297
– –
0
1298
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171
1299
$3K ﹤0.01%
140
-1,637
1300
$3K ﹤0.01%
400
50 51
52
53 54