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
$18.8B
AUM Growth
+$1.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,504
New
Increased
Reduced
Closed

Top Buys

1
+$56.3M
2
+$50.8M
3
+$40.8M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$37.6M
5
WBC
WABCO HOLDINGS INC.
WBC
+$30.2M

Top Sells

1
+$90.6M
2
+$68.7M
3
+$53.7M
4
GCP
GCP Applied Technologies Inc.
GCP
+$38.9M
5
CMCSA icon
Comcast
CMCSA
+$29.4M

Sector Composition

1 Financials 38.03%
2 Healthcare 11.2%
3 Technology 10.77%
4 Industrials 8.01%
5 Consumer Discretionary 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
– –
-20,715
1452
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-89
1453
$0 ﹤0.01%
20
1454
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-31,000
1455
$0 ﹤0.01%
34
1456
$0 ﹤0.01%
5
1457
– –
-43,036
1458
$0 ﹤0.01%
36
1459
– –
-150
1460
$0 ﹤0.01%
2
1461
$0 ﹤0.01%
133
1462
$0 ﹤0.01%
+1
1463
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-372
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-7
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$0 ﹤0.01%
6
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0
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-436
1468
$0 ﹤0.01%
8
1469
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0
1470
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-14
1471
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-14,585
1472
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1474
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0
1475
– –
-2,500
56 57 58
59
60