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
251
$4.38M 0.03%
441,240
+1,000
252
$4.37M 0.03%
207,638
+6,000
253
$4.31M 0.03%
121,600
254
$4.27M 0.03%
+352,569
255
$4.21M 0.03%
369,044
-11,745
256
$4.21M 0.03%
65,421
+5,868
257
$4.2M 0.03%
57,139
+883
258
$4.18M 0.03%
479,743
+4,100
259
$4.11M 0.03%
132,945
-5,780
260
$4.1M 0.03%
64,353
+200
261
$3.98M 0.02%
120,500
262
$3.92M 0.02%
91,930
263
$3.9M 0.02%
4,558
+973
264
$3.88M 0.02%
121,158
+1,800
265
$3.81M 0.02%
50,342
-7,907
266
$3.77M 0.02%
315,103
267
$3.67M 0.02%
28,718
-765
268
$3.63M 0.02%
18,901
269
$3.61M 0.02%
107,841
270
$3.6M 0.02%
16,195
+14,255
271
$3.58M 0.02%
294,972
272
$3.56M 0.02%
15,134
273
$3.41M 0.02%
48,895
+1,184
274
$3.4M 0.02%
125,607
275
$3.39M 0.02%
60,612
-14,889
9 10
11
12 13