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
276
$3.39M 0.02%
28,680
277
$3.32M 0.02%
67,371
-9,300
278
$3.28M 0.02%
53,000
-5,000
279
$3.27M 0.02%
29,081
-635
280
$3.26M 0.02%
116,983
-561
281
$3.19M 0.02%
71,981
-56
282
$3.19M 0.02%
107,520
283
$3.17M 0.02%
352,500
-13,493
284
$3.11M 0.02%
105,835
+15,810
285
$3.09M 0.02%
46,855
-128,556
286
$3.06M 0.02%
26,827
-700
287
$3.05M 0.02%
351,288
+4,791
288
$3.03M 0.02%
67,107
-8,392
289
$3.01M 0.02%
102,310
290
$2.97M 0.02%
33,024
-87
291
$2.94M 0.02%
+209,950
292
$2.81M 0.02%
209,800
-6,937
293
$2.8M 0.02%
93,468
+625
294
$2.79M 0.02%
113,755
-2,125
295
$2.75M 0.02%
79,454
-6,027
296
$2.73M 0.02%
198,117
+2,655
297
$2.73M 0.02%
16,827
-4,400
298
$2.72M 0.02%
113,469
+65,969
299
$2.69M 0.02%
30,854
-219
300
$2.62M 0.02%
+11,473
10 11
12
13 14