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
$30.6B
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,769
New
Increased
Reduced
Closed

Top Buys

1
+$99.8M
2
+$71.6M
3
+$65.6M
4
NKE icon
Nike
NKE
+$54.8M
5
AMZN icon
Amazon
AMZN
+$46.7M

Top Sells

1
+$167M
2
+$91M
3
+$87.6M
4
JNJ icon
Johnson & Johnson
JNJ
+$46.6M
5
PYPL icon
PayPal
PYPL
+$45.1M

Sector Composition

1 Financials 44.97%
2 Technology 15.16%
3 Healthcare 10.41%
4 Consumer Discretionary 8.56%
5 Communication Services 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.09M ﹤0.01%
24,264
-300
427
$1.09M ﹤0.01%
6,325
+1,175
428
$1.08M ﹤0.01%
2,960
429
$1.08M ﹤0.01%
13,022
-1,317
430
$1.08M ﹤0.01%
62,032
431
$1.08M ﹤0.01%
40,225
432
$1.07M ﹤0.01%
2,100,000
433
$1.06M ﹤0.01%
89,653
434
$1.05M ﹤0.01%
5,958
+238
435
$1.03M ﹤0.01%
36,625
436
$1.02M ﹤0.01%
20,295
+4,000
437
$1.01M ﹤0.01%
7,325
-2,675
438
$1M ﹤0.01%
3,152
-1,013
439
$996K ﹤0.01%
1,427
440
$989K ﹤0.01%
2,997
-272
441
$987K ﹤0.01%
17,141
+696
442
$971K ﹤0.01%
41,149
443
$950K ﹤0.01%
3,800
444
$947K ﹤0.01%
1,702
+250
445
$938K ﹤0.01%
6,195
-2,900
446
$938K ﹤0.01%
+17,078
447
$938K ﹤0.01%
13,156
-375
448
$935K ﹤0.01%
7,300
449
$922K ﹤0.01%
20,546
450
$921K ﹤0.01%
37,557
-197
16 17
18
19 20