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
$27.3B
AUM Growth
+$3.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,843
New
Increased
Reduced
Closed

Top Buys

1
+$1.7B
2
+$111M
3
+$90.4M
4
LOW icon
Lowe's Companies
LOW
+$81.8M
5
ORCL icon
Oracle
ORCL
+$27.2M

Top Sells

1
+$109M
2
+$106M
3
+$72.4M
4
DPZ icon
Domino's
DPZ
+$55.5M
5
AMZN icon
Amazon
AMZN
+$52.9M

Sector Composition

1 Financials 49.2%
2 Technology 13.2%
3 Healthcare 10.72%
4 Consumer Discretionary 7.69%
5 Communication Services 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$598K ﹤0.01%
7,200
477
$591K ﹤0.01%
3,965
+191
478
$582K ﹤0.01%
8,125
+3,120
479
$579K ﹤0.01%
6,825
-20,380
480
$575K ﹤0.01%
18,850
481
$573K ﹤0.01%
3,501
+23
482
$560K ﹤0.01%
6,866
+515
483
$558K ﹤0.01%
11,787
+105
484
$557K ﹤0.01%
11,923
+5,378
485
$550K ﹤0.01%
25,533
+3,468
486
$543K ﹤0.01%
18,400
-22,630
487
$541K ﹤0.01%
10,069
488
$535K ﹤0.01%
393,665
-639,146
489
$534K ﹤0.01%
50,879
-500
490
$532K ﹤0.01%
6,865
-47
491
$531K ﹤0.01%
44,174
492
$530K ﹤0.01%
50,000
+25,000
493
$529K ﹤0.01%
4,645
-284
494
$527K ﹤0.01%
15,000
495
$525K ﹤0.01%
17,500
496
$525K ﹤0.01%
5,037
497
$523K ﹤0.01%
19,500
498
$523K ﹤0.01%
18,725
499
$522K ﹤0.01%
14,820
500
$519K ﹤0.01%
5,198
18 19
20
21 22