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
$17.2B
AUM Growth
+$1.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,548
New
Increased
Reduced
Closed

Top Buys

1 +$113M
2 +$85.1M
3 +$55.7M
4
FWONK icon
Liberty Media Series C
FWONK
+$52.5M
5
DHR icon
Danaher
DHR
+$44.2M

Sector Composition

1 Financials 36.73%
2 Healthcare 10.6%
3 Industrials 7.43%
4 Technology 7.06%
5 Energy 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$2.73M 0.02%
90,665
+165
302
$2.71M 0.02%
16,393
-150
303
$2.7M 0.02%
74,000
+73,500
304
$2.66M 0.02%
6,367
-561
305
$2.65M 0.02%
18,559
-324
306
$2.61M 0.02%
52,745
+1,895
307
$2.61M 0.02%
27,324
308
$2.59M 0.02%
66,385
-13,170
309
$2.54M 0.01%
174,731
+164,731
310
$2.5M 0.01%
131,739
+1,500
311
$2.5M 0.01%
170,305
-198,925
312
$2.49M 0.01%
26,403
-24
313
$2.48M 0.01%
107,491
+30
314
$2.45M 0.01%
31,875
+450
315
$2.44M 0.01%
102,674
+324
316
$2.41M 0.01%
39,256
317
$2.37M 0.01%
421,739
+45,800
318
$2.36M 0.01%
67,625
-4,000
319
$2.35M 0.01%
894,260
-61,050
320
$2.32M 0.01%
25,295
-88
321
$2.31M 0.01%
19,221
-292
322
$2.31M 0.01%
37,448
323
$2.22M 0.01%
48,256
-54
324
$2.2M 0.01%
86,475
+950
325
$2.13M 0.01%
107,536