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
$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 9.48%
4 Technology 7.54%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$3K ﹤0.01%
1,000
1302
$3K ﹤0.01%
5,000
1303
$3K ﹤0.01%
87
1304
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1
1305
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200
1306
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995
1307
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1,000
-4,000
1308
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102
1309
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100
1310
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10,000
1311
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+300
1312
$3K ﹤0.01%
544
1313
$2K ﹤0.01%
350
1314
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30
1315
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37
1316
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66
1317
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1,050
1318
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243
1319
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54
-575
1320
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5
1321
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51
1322
$2K ﹤0.01%
1,667
1323
$2K ﹤0.01%
92
1324
$2K ﹤0.01%
97
1325
$2K ﹤0.01%
64
51 52
53
54 55