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
$27.3B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,595
New
Increased
Reduced
Closed

Top Buys

1 +$128M
2 +$67.4M
3 +$63.8M
4
UNH icon
UnitedHealth
UNH
+$57.4M
5
DHR icon
Danaher
DHR
+$24.8M

Top Sells

1 +$760M
2 +$68.5M
3 +$54.2M
4
IAC icon
IAC Inc
IAC
+$36.8M
5
PNC icon
PNC Financial Services
PNC
+$29.8M

Sector Composition

1 Financials 44.09%
2 Technology 18.28%
3 Healthcare 10.34%
4 Consumer Discretionary 7.89%
5 Communication Services 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
-600
1452
-1,000
1453
-10,322
1454
0
1455
-350
1456
-1,000
1457
-24,481
1458
-696
1459
-480
1460
-200
1461
0
1462
0
1463
-507
1464
-83
1465
-213
1466
-1,152
1467
-100
1468
-1,346
1469
-625
1470
-1,000
1471
-851
1472
-1,290
1473
-130
1474
-148,150
1475
-800