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
$17.4B
AUM Growth
-$305M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,606
New
Increased
Reduced
Closed

Top Buys

1
+$167M
2
+$114M
3
+$62.9M
4
MDT icon
Medtronic
MDT
+$47.1M
5
ARMK icon
Aramark
ARMK
+$40.1M

Top Sells

1
+$74.7M
2
+$66.5M
3
+$56.9M
4
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$41.9M
5
FWONK icon
Liberty Media Series C
FWONK
+$41.8M

Sector Composition

1 Financials 36%
2 Healthcare 12.36%
3 Industrials 8.11%
4 Technology 7.52%
5 Communication Services 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$5K ﹤0.01%
444
1302
$5K ﹤0.01%
4,000
1303
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233
1304
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165
1305
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1,667
1306
$4K ﹤0.01%
400
1307
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202
1308
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1309
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75
1310
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1311
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1312
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243
1313
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121
-39
1314
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1,000
+300
1315
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1316
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1320
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1321
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6
1322
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1323
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350
1324
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39
1325
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166
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51 52
53
54 55