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
1276
$1K ﹤0.01%
197
1277
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20
+13
1278
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600
1279
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120
1280
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1281
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32
1282
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5
-28
1283
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100
-2,290
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83
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+38
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40
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7
1289
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100
1290
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425
1291
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1,200
1292
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500
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200
1294
$0 ﹤0.01%
24
1295
– –
-124
1296
$0 ﹤0.01%
35
1297
– –
-93,770
1298
– –
-156
1299
– –
0
1300
$0 ﹤0.01%
20
-43
50 51
52
53 54