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
$26.1B
AUM Growth
-$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,775
New
Increased
Reduced
Closed

Top Buys

1
+$79.2M
2
+$71M
3
+$58.8M
4
LIN icon
Linde
LIN
+$54.4M
5
BN icon
Brookfield
BN
+$43.5M

Top Sells

1
+$1.82B
2
+$65.7M
3
+$62.2M
4
BAM icon
Brookfield Asset Management
BAM
+$61.7M
5
KEYS icon
Keysight
KEYS
+$41.1M

Sector Composition

1 Financials 44.87%
2 Technology 16.36%
3 Healthcare 10.59%
4 Consumer Discretionary 8.04%
5 Communication Services 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$760K ﹤0.01%
32,320
+19,898
427
$756K ﹤0.01%
12,014
-340
428
$744K ﹤0.01%
5,958
-1,670
429
$736K ﹤0.01%
2,021
+134
430
$735K ﹤0.01%
3,600
-1,525
431
$735K ﹤0.01%
12,050
-60
432
$732K ﹤0.01%
41,149
433
$731K ﹤0.01%
21,019
-1,272
434
$727K ﹤0.01%
61,596
-14,000
435
$725K ﹤0.01%
3,722
+6
436
$725K ﹤0.01%
29,566
437
$713K ﹤0.01%
1,015
438
$711K ﹤0.01%
18,017
-690
439
$709K ﹤0.01%
7,297
440
$707K ﹤0.01%
5,670
+126
441
$703K ﹤0.01%
29,625
-10,000
442
$698K ﹤0.01%
69,797
443
$696K ﹤0.01%
37,477
-308
444
$696K ﹤0.01%
7,280
445
$693K ﹤0.01%
20,200
-546
446
$691K ﹤0.01%
3,600
-20
447
$689K ﹤0.01%
8,261
-11,337
448
$686K ﹤0.01%
62,720
-7,700
449
$676K ﹤0.01%
11,757
-267
450
$674K ﹤0.01%
8,883
-45
16 17
18
19 20