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
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