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
$30.6B
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,769
New
Increased
Reduced
Closed

Top Buys

1
+$99.8M
2
+$71.6M
3
+$65.6M
4
NKE icon
Nike
NKE
+$54.8M
5
AMZN icon
Amazon
AMZN
+$46.7M

Top Sells

1
+$167M
2
+$91M
3
+$87.6M
4
JNJ icon
Johnson & Johnson
JNJ
+$46.6M
5
PYPL icon
PayPal
PYPL
+$45.1M

Sector Composition

1 Financials 44.97%
2 Technology 15.16%
3 Healthcare 10.41%
4 Consumer Discretionary 8.56%
5 Communication Services 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.07M 0.02%
147,350
+54,313
227
$6.07M 0.02%
135,582
-583
228
$5.96M 0.02%
108,165
-31,002
229
$5.92M 0.02%
87,507
+4,195
230
$5.92M 0.02%
49,658
-24,401
231
$5.86M 0.02%
96,634
-1,021
232
$5.78M 0.02%
292,575
+5,400
233
$5.77M 0.02%
100,451
+65,587
234
$5.77M 0.02%
67,951
-33,051
235
$5.61M 0.02%
506,832
+6,050
236
$5.57M 0.02%
33,509
-1,980
237
$5.38M 0.02%
25,317
+1,190
238
$5.35M 0.02%
61,975
-150
239
$5.22M 0.02%
2,750,443
+199,700
240
$5.18M 0.02%
992,316
+14,260
241
$5.16M 0.02%
36,414
+8,884
242
$5.14M 0.02%
81,848
+7,273
243
$5.14M 0.02%
66,708
-5,800
244
$4.99M 0.02%
87,178
+58,458
245
$4.9M 0.02%
27,875
+1,985
246
$4.87M 0.02%
26,780
-330
247
$4.82M 0.02%
65,454
+29,470
248
$4.79M 0.02%
21,038
+388
249
$4.66M 0.02%
54,647
-1,727
250
$4.58M 0.02%
31,021
+2,470
8 9
10
11 12