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
$35.4B
AUM Growth
+$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$223M
2
+$117M
3
+$112M
4
CRM icon
Salesforce
CRM
+$91.9M
5
UNH icon
UnitedHealth
UNH
+$76.5M

Top Sells

1
+$160M
2
+$146M
3
+$95.6M
4
ORCL icon
Oracle
ORCL
+$95.4M
5
FTV icon
Fortive
FTV
+$79.3M

Sector Composition

1 Financials 44.67%
2 Technology 22.14%
3 Consumer Discretionary 7.54%
4 Communication Services 5.73%
5 Healthcare 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GS icon
301
Goldman Sachs
GS
$289B
$2.46M 0.01%
3,470
-8,033
KMB icon
302
Kimberly-Clark
KMB
$33B
$2.45M 0.01%
18,838
-2,434
BKH icon
303
Black Hills Corp
BKH
$5.54B
$2.44M 0.01%
43,415
-1,717
BIPC icon
304
Brookfield Infrastructure
BIPC
$5.43B
$2.43M 0.01%
58,426
-1,732
PLD icon
305
Prologis
PLD
$124B
$2.42M 0.01%
23,015
+520
TDY icon
306
Teledyne Technologies
TDY
$27.3B
$2.41M 0.01%
4,704
+57
LEN.B icon
307
Lennar Class B
LEN.B
$26.5B
$2.39M 0.01%
22,742
-1,550
DMAC icon
308
DiaMedica Therapeutics
DMAC
$395M
$2.37M 0.01%
606,435
NRIM icon
309
Northrim BanCorp
NRIM
$639M
$2.32M 0.01%
99,600
NVT icon
310
nVent Electric
NVT
$18.2B
$2.25M 0.01%
30,699
-12
APD icon
311
Air Products & Chemicals
APD
$59.5B
$2.25M 0.01%
7,967
-149
EFSC icon
312
Enterprise Financial Services Corp
EFSC
$2.05B
$2.24M 0.01%
40,742
-2,175
EUSA icon
313
iShares MSCI USA Equal Weighted ETF
EUSA
$1.54B
$2.22M 0.01%
+22,349
MDU icon
314
MDU Resources
MDU
$4.25B
$2.2M 0.01%
131,024
-150
BEPC icon
315
Brookfield Renewable
BEPC
$7.09B
$2.19M 0.01%
67,093
-6,942
AVUV icon
316
Avantis US Small Cap Value ETF
AVUV
$21.8B
$2.19M 0.01%
24,055
VZ icon
317
Verizon
VZ
$164B
$2.18M 0.01%
50,467
-2,527
PSN icon
318
Parsons
PSN
$7.72B
$2.12M 0.01%
+29,560
METCB icon
319
Ramaco Resources Class B
METCB
$835M
$2.06M 0.01%
258,385
-5,534
J icon
320
Jacobs Solutions
J
$16.5B
$2.05M 0.01%
15,591
-681
SMHI icon
321
SEACOR Marine Holdings
SMHI
$163M
$2M 0.01%
392,995
+36,530
IBDR icon
322
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.81B
$1.99M 0.01%
81,985
+3,796
XLY icon
323
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$24.3B
$1.99M 0.01%
18,270
+6,852
CHMG icon
324
Chemung Financial Corp
CHMG
$265M
$1.95M 0.01%
40,030
-750
DUK icon
325
Duke Energy
DUK
$92.7B
$1.95M 0.01%
16,488
+356
11 12
13
14 15