First Manhattan

First Manhattan Portfolio holdings

AUM $38.1B
1-Year Est. Return 20.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.59%
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 8.17%
4 Technology 7.52%
5 Communication Services 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$2K ﹤0.01%
+62
1377
$2K ﹤0.01%
56
1378
$2K ﹤0.01%
25
1379
$2K ﹤0.01%
100
1380
$2K ﹤0.01%
278
1381
$2K ﹤0.01%
647
1382
$2K ﹤0.01%
314
1383
$2K ﹤0.01%
3,000
1384
$2K ﹤0.01%
995
1385
$1K ﹤0.01%
9
1386
$1K ﹤0.01%
109
+16
1387
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+28
1388
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60
1389
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200
1390
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55
1391
$1K ﹤0.01%
+200
1392
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35
1393
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18
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1394
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1395
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1396
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110
1397
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140
1398
$1K ﹤0.01%
27
1399
$1K ﹤0.01%
200
1400
$1K ﹤0.01%
51
-105
54 55
56
57 58