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
376
$1.36M 0.01%
37,750
377
$1.34M 0.01%
19,976
+129
378
$1.33M 0.01%
63,531
379
$1.33M 0.01%
25,200
-450
380
$1.33M 0.01%
215,103
381
$1.29M 0.01%
24,105
-1,940
382
$1.29M 0.01%
+6,994
383
$1.28M 0.01%
90,000
384
$1.28M 0.01%
9,976
-152
385
$1.27M 0.01%
42,533
-3,053
386
$1.27M 0.01%
34,260
-756
387
$1.26M 0.01%
2,466
-157
388
$1.25M 0.01%
30,250
-10,600
389
$1.24M 0.01%
20,160
390
$1.22M 0.01%
18,850
-200
391
$1.2M 0.01%
66,933
392
$1.2M 0.01%
4,396
-1,435
393
$1.19M 0.01%
14,161
394
$1.18M 0.01%
2,414
-209
395
$1.17M 0.01%
34,684
-750
396
$1.16M 0.01%
20,000
397
$1.16M 0.01%
36,223
398
$1.16M 0.01%
39,955
+220
399
$1.14M 0.01%
36,897
-5,235
400
$1.13M 0.01%
159,100
14 15
16
17 18