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
1326
$2K ﹤0.01%
70
1327
$2K ﹤0.01%
500
1328
$2K ﹤0.01%
833
1329
$2K ﹤0.01%
113
1330
$2K ﹤0.01%
100
1331
$2K ﹤0.01%
50
1332
$2K ﹤0.01%
80
1333
$2K ﹤0.01%
600
1334
$2K ﹤0.01%
+60
1335
$2K ﹤0.01%
33
1336
– –
0
1337
$2K ﹤0.01%
55
1338
$2K ﹤0.01%
2
1339
$2K ﹤0.01%
100
1340
$2K ﹤0.01%
107
1341
$2K ﹤0.01%
384
1342
$2K ﹤0.01%
5,000
1343
$2K ﹤0.01%
50
1344
$2K ﹤0.01%
215
1345
$1K ﹤0.01%
80
1346
$1K ﹤0.01%
110
1347
$1K ﹤0.01%
800
1348
$1K ﹤0.01%
140
1349
$1K ﹤0.01%
45
1350
$1K ﹤0.01%
9
52 53
54
55 56