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
+$739M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,587
New
Increased
Reduced
Closed

Top Buys

1
+$97.4M
2
+$84.4M
3
+$65M
4
TMO icon
Thermo Fisher Scientific
TMO
+$59.2M
5
YUM icon
Yum! Brands
YUM
+$41.4M

Top Sells

1
+$42.9M
2
+$40.4M
3
+$39.2M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$38M
5
MSFT icon
Microsoft
MSFT
+$31.5M

Sector Composition

1 Financials 34.65%
2 Healthcare 15.07%
3 Industrials 9.48%
4 Technology 7.54%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$727K ﹤0.01%
+34,988
452
$714K ﹤0.01%
43,294
453
$707K ﹤0.01%
11,242
-965
454
$704K ﹤0.01%
5,708
+115
455
$697K ﹤0.01%
9,846
456
$692K ﹤0.01%
9,734
457
$692K ﹤0.01%
28,500
-200
458
$689K ﹤0.01%
53,740
459
$684K ﹤0.01%
26,045
-410
460
$681K ﹤0.01%
32,265
461
$678K ﹤0.01%
2,002
462
$665K ﹤0.01%
15,382
-2,625
463
$660K ﹤0.01%
16,945
-44
464
$649K ﹤0.01%
11,518
+235
465
$642K ﹤0.01%
48,601
466
$641K ﹤0.01%
13,035
467
$635K ﹤0.01%
20,000
468
$627K ﹤0.01%
5,723
+5,548
469
$624K ﹤0.01%
4,700
470
$620K ﹤0.01%
19,545
-4,825
471
$618K ﹤0.01%
4,804
472
$616K ﹤0.01%
+4,917
473
$605K ﹤0.01%
56,240
-66,819
474
$597K ﹤0.01%
30,000
+10,000
475
$594K ﹤0.01%
2,400
17 18
19
20 21