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
476
$793K ﹤0.01%
21,170
+11,250
477
$786K ﹤0.01%
39,404
+20,610
478
$782K ﹤0.01%
3,512
-5
479
$778K ﹤0.01%
22,760
+2,750
480
$778K ﹤0.01%
12,450
-200
481
$775K ﹤0.01%
19,832
-438
482
$772K ﹤0.01%
3,638
-24
483
$772K ﹤0.01%
3,600
-27
484
$766K ﹤0.01%
23,000
485
$766K ﹤0.01%
20,256
+6,052
486
$758K ﹤0.01%
6,315
+199
487
$753K ﹤0.01%
23,541
-1,950
488
$752K ﹤0.01%
32,469
489
$750K ﹤0.01%
9,585
490
$747K ﹤0.01%
17,500
-500
491
$743K ﹤0.01%
25,452
-3,100
492
$733K ﹤0.01%
2,958
+114
493
$731K ﹤0.01%
14,950
-1,000
494
$727K ﹤0.01%
90,000
495
$720K ﹤0.01%
4,354
496
$718K ﹤0.01%
12,000
497
$716K ﹤0.01%
11,380
-150
498
$711K ﹤0.01%
4,176
+3
499
$710K ﹤0.01%
5,245
500
$709K ﹤0.01%
35,627
-1
18 19
20
21 22