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
$26.1B
AUM Growth
-$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,775
New
Increased
Reduced
Closed

Top Buys

1
+$79.2M
2
+$71M
3
+$58.8M
4
LIN icon
Linde
LIN
+$54.4M
5
BN icon
Brookfield
BN
+$43.5M

Top Sells

1
+$1.82B
2
+$65.7M
3
+$62.2M
4
BAM icon
Brookfield Asset Management
BAM
+$61.7M
5
KEYS icon
Keysight
KEYS
+$41.1M

Sector Composition

1 Financials 44.87%
2 Technology 16.36%
3 Healthcare 10.59%
4 Consumer Discretionary 8.04%
5 Communication Services 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$555K ﹤0.01%
6,134
-691
477
$550K ﹤0.01%
4,437
-208
478
$550K ﹤0.01%
43,492
479
$548K ﹤0.01%
2,531
+311
480
$541K ﹤0.01%
19,725
+1,000
481
$539K ﹤0.01%
2,364
-169
482
$538K ﹤0.01%
22,062
+6,297
483
$536K ﹤0.01%
171,857
484
$535K ﹤0.01%
50,879
485
$526K ﹤0.01%
15,000
486
$524K ﹤0.01%
5,184
-14
487
$524K ﹤0.01%
26,675
488
$521K ﹤0.01%
6,466
+575
489
$520K ﹤0.01%
8,400
490
$519K ﹤0.01%
17,500
491
$512K ﹤0.01%
5,037
492
$512K ﹤0.01%
2,741
-50
493
$510K ﹤0.01%
8,164
+763
494
$508K ﹤0.01%
27,349
+1,816
495
$503K ﹤0.01%
35,627
496
$501K ﹤0.01%
3,711
-175
497
$500K ﹤0.01%
18,550
-147
498
$499K ﹤0.01%
725
-100
499
$498K ﹤0.01%
9,808
-252
500
$494K ﹤0.01%
2,584
-65
18 19
20
21 22