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
$17.2B
AUM Growth
+$1.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,548
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$85.1M
3
+$55.7M
4
FWONK icon
Liberty Media Series C
FWONK
+$52.5M
5
DHR icon
Danaher
DHR
+$44.2M

Top Sells

1
+$64M
2
+$60.5M
3
+$59.3M
4
FWONA icon
Liberty Media Series A
FWONA
+$51.6M
5
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$50.1M

Sector Composition

1 Financials 36.73%
2 Healthcare 10.6%
3 Industrials 7.43%
4 Technology 7.06%
5 Energy 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$123M 0.71%
5,280,817
+117,600
27
$121M 0.7%
1,023,250
-16,294
28
$121M 0.7%
8,466,540
+5,792
29
$117M 0.68%
6,185,799
+5,976,248
30
$116M 0.68%
2,775,173
-14,019
31
$107M 0.62%
1,310,822
-4,040
32
$96M 0.56%
3,498,238
-23,695
33
$95.3M 0.55%
969,534
-743
34
$95.1M 0.55%
662,497
+593,225
35
$93.4M 0.54%
1,078,987
-35,533
36
$91.2M 0.53%
743,167
-289,975
37
$89.5M 0.52%
1,639,252
+416,864
38
$86.2M 0.5%
4,589,653
-27,346
39
$85.8M 0.5%
2,142,192
+38,463
40
$85.1M 0.5%
2,184,076
-194,426
41
$84M 0.49%
922,478
-8,923
42
$82.8M 0.48%
2,494,312
+11,162
43
$82.5M 0.48%
1,592,075
+15,356
44
$80.2M 0.47%
962,108
+28,919
45
$78.5M 0.46%
5,412,070
-38,875
46
$74M 0.43%
1,074,223
+2,190
47
$63.7M 0.37%
700,667
-3,900
48
$60.4M 0.35%
1,597,083
-1,569,341
49
$60.3M 0.35%
608,961
-343
50
$58.2M 0.34%
972,130
+43,671
1
2
3 4 5