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
$19.4B
AUM Growth
+$2.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,542
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$81.3M
3
+$64.6M
4
KEYS icon
Keysight
KEYS
+$62.7M
5
AZO icon
AutoZone
AZO
+$55.9M

Top Sells

1
+$78.6M
2
+$42.5M
3
+$40.5M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$28.2M
5
WKHS icon
Workhorse Group
WKHS
+$27.5M

Sector Composition

1 Financials 38.9%
2 Technology 17.9%
3 Healthcare 11.08%
4 Communication Services 8.1%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$497K ﹤0.01%
3,480
+300
477
$496K ﹤0.01%
16,908
-432
478
$491K ﹤0.01%
872
479
$488K ﹤0.01%
4,514
+70
480
$484K ﹤0.01%
1,391
481
$481K ﹤0.01%
51,040
-2,200
482
$480K ﹤0.01%
4,830
483
$476K ﹤0.01%
5,709
484
$474K ﹤0.01%
20,546
485
$472K ﹤0.01%
3,400
486
$467K ﹤0.01%
6,650
-1,200
487
$466K ﹤0.01%
2,649
488
$459K ﹤0.01%
41,616
489
$457K ﹤0.01%
35,628
490
$455K ﹤0.01%
2,910
-100
491
$454K ﹤0.01%
9,080
+1,180
492
$454K ﹤0.01%
4,000
493
$450K ﹤0.01%
3,021
+4
494
$445K ﹤0.01%
8,125
495
$445K ﹤0.01%
5,891
+2,650
496
$444K ﹤0.01%
61,400
497
$443K ﹤0.01%
24,199
498
$443K ﹤0.01%
3,826
+3,000
499
$442K ﹤0.01%
5,637
500
$441K ﹤0.01%
1,756
+445
18 19
20
21 22