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
$17.3B
AUM Growth
+$1.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,528
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$63.1M
3
+$56.5M
4
COF icon
Capital One
COF
+$22.5M
5
SCI icon
Service Corp International
SCI
+$19.4M

Top Sells

1
+$122M
2
+$45.7M
3
+$44.4M
4
ALKS icon
Alkermes
ALKS
+$27.7M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$25.4M

Sector Composition

1 Financials 39.96%
2 Healthcare 11.07%
3 Technology 10.96%
4 Consumer Discretionary 8.27%
5 Communication Services 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
– –
-164,998
1377
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-225,439
1378
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-22
1379
$0 ﹤0.01%
+38
1380
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1381
$0 ﹤0.01%
15
1382
– –
-409,852
1383
$0 ﹤0.01%
200
1384
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-5,000
1385
– –
-16
1386
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1387
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1388
$0 ﹤0.01%
6
1389
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1390
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18
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1391
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17
-61
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1393
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0
1394
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1395
$0 ﹤0.01%
20
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$0 ﹤0.01%
+3
1397
– –
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1398
$0 ﹤0.01%
2
1399
– –
-425
1400
– –
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54 55
56
57 58