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
326
$2.16M 0.01%
1,385,241
-13,675
327
$2.15M 0.01%
117,388
-552,251
328
$2.15M 0.01%
60,060
+1,380
329
$2.12M 0.01%
17,600
330
$2.1M 0.01%
158,019
+1,955
331
$2.09M 0.01%
8,427
+21
332
$2.07M 0.01%
29,565
+98
333
$2.04M 0.01%
285,637
+4,244
334
$2.04M 0.01%
30,860
+780
335
$2.02M 0.01%
38,107
-600
336
$2M 0.01%
33,328
337
$2M 0.01%
336,747
-663,200
338
$1.99M 0.01%
28,050
339
$1.97M 0.01%
36,313
+1,268
340
$1.95M 0.01%
2,318
341
$1.95M 0.01%
62,279
-900
342
$1.95M 0.01%
21,725
+50
343
$1.93M 0.01%
34,306
+1,000
344
$1.87M 0.01%
7,051
+3,660
345
$1.85M 0.01%
29,463
+304
346
$1.84M 0.01%
32,892
-7,238
347
$1.77M 0.01%
84,747
348
$1.74M 0.01%
129,531
-692
349
$1.73M 0.01%
43,380
350
$1.72M 0.01%
70,900
+53,700
12 13
14
15 16