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
$28.8B
AUM Growth
+$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,618
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$79.8M
3
+$34.7M
4
MKL icon
Markel Group
MKL
+$29.6M
5
SE icon
Sea Limited
SE
+$24.6M

Top Sells

1
+$94.7M
2
+$61.9M
3
+$51.8M
4
TMO icon
Thermo Fisher Scientific
TMO
+$49.7M
5
ENTG icon
Entegris
ENTG
+$39.3M

Sector Composition

1 Financials 45.95%
2 Technology 17.42%
3 Healthcare 8.82%
4 Consumer Discretionary 8.26%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$245 ﹤0.01%
12
1377
$233 ﹤0.01%
10
1378
$230 ﹤0.01%
+4
1379
$224 ﹤0.01%
35
1380
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32
1381
$205 ﹤0.01%
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+1
1383
$188 ﹤0.01%
15
1384
$181 ﹤0.01%
+6
1385
$180 ﹤0.01%
5
-495
1386
$172 ﹤0.01%
+1
1387
$169 ﹤0.01%
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$167 ﹤0.01%
1
-5
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$160 ﹤0.01%
98
1390
$151 ﹤0.01%
6
1391
$147 ﹤0.01%
2
1392
$144 ﹤0.01%
1
-37
1393
$139 ﹤0.01%
4
-2,197
1394
$126 ﹤0.01%
+1
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$122 ﹤0.01%
10
1396
$110 ﹤0.01%
+1
1397
$103 ﹤0.01%
+1
1398
$102 ﹤0.01%
94
1399
– –
0
1400
$95 ﹤0.01%
4
54 55
56
57 58