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
$27.3B
AUM Growth
+$3.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,843
New
Increased
Reduced
Closed

Top Buys

1
+$1.7B
2
+$111M
3
+$90.4M
4
LOW icon
Lowe's Companies
LOW
+$81.8M
5
ORCL icon
Oracle
ORCL
+$27.2M

Top Sells

1
+$109M
2
+$106M
3
+$72.4M
4
DPZ icon
Domino's
DPZ
+$55.5M
5
AMZN icon
Amazon
AMZN
+$52.9M

Sector Composition

1 Financials 49.2%
2 Technology 13.2%
3 Healthcare 10.72%
4 Consumer Discretionary 7.69%
5 Communication Services 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2.49M 0.01%
66,648
+743
302
$2.46M 0.01%
71,032
-2
303
$2.44M 0.01%
145,965
304
$2.4M 0.01%
164,270
+13,400
305
$2.34M 0.01%
10,142
-350
306
$2.3M 0.01%
32,695
+20,140
307
$2.28M 0.01%
60,783
308
$2.26M 0.01%
23,926
+696
309
$2.24M 0.01%
24,481
310
$2.21M 0.01%
1,679
+550
311
$2.19M 0.01%
16,349
312
$2.11M 0.01%
457
-1
313
$2.11M 0.01%
110,983
-11,903
314
$2.1M 0.01%
62,486
-1,000
315
$2.08M 0.01%
22,904
+626
316
$2.08M 0.01%
8,492
-161
317
$2.07M 0.01%
242,000
+229,780
318
$2.06M 0.01%
30,892
-2,025
319
$2.05M 0.01%
39,286
+2,281
320
$2.02M 0.01%
27,183
321
$2.01M 0.01%
8,692
+240
322
$2M 0.01%
52,592
+634
323
$2M 0.01%
4,628
+256
324
$1.98M 0.01%
135,814
+86,596
325
$1.97M 0.01%
182,905
-6,790
11 12
13
14 15