First Manhattan

First Manhattan Portfolio holdings

AUM $37.9B
1-Year Est. Return 20.62%
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.3B
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,609
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$99M
3
+$86.5M
4
RHI icon
Robert Half
RHI
+$46.7M
5
FDX icon
FedEx
FDX
+$41.7M

Top Sells

1
+$150M
2
+$141M
3
+$130M
4
JAH
JARDEN CORPORATION
JAH
+$130M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$52.7M

Sector Composition

1 Financials 34.94%
2 Healthcare 14.28%
3 Industrials 8.76%
4 Technology 7.85%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.38M 0.03%
327,300
-7,000
227
$5.38M 0.03%
62,280
-560
228
$5.27M 0.03%
116,273
-14,241
229
$5.26M 0.03%
117,713
-15,912
230
$5.24M 0.03%
70,602
+13,716
231
$5.23M 0.03%
97,685
-6,972
232
$5.2M 0.03%
31,415
-111
233
$5.1M 0.03%
77,025
+1,522
234
$5.08M 0.03%
101,703
-500
235
$5.06M 0.03%
45,241
-1,827
236
$5.06M 0.03%
46,443
+45,822
237
$5.06M 0.03%
275,833
-1,231,096
238
$5M 0.03%
48,005
-5,737
239
$4.96M 0.03%
264,734
-11,140
240
$4.94M 0.03%
183,508
+1,300
241
$4.93M 0.03%
313,149
242
$4.84M 0.03%
186,413
-3,270
243
$4.78M 0.03%
62,950
244
$4.65M 0.03%
155,597
+235
245
$4.63M 0.03%
155,380
-1,350
246
$4.61M 0.03%
100,446
247
$4.6M 0.03%
3,733
-159
248
$4.54M 0.03%
190,548
+1,500
249
$4.52M 0.03%
51,165
250
$4.42M 0.03%
48,080
+180
8 9
10
11 12