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
$16.3B
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,609
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$99M
3
+$86.5M
4
RHI icon
Robert Half
RHI
+$46.7M
5
FDX icon
FedEx
FDX
+$41.7M

Top Sells

1
+$150M
2
+$141M
3
+$130M
4
JAH
JARDEN CORPORATION
JAH
+$130M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$52.7M

Sector Composition

1 Financials 34.94%
2 Healthcare 14.28%
3 Industrials 8.76%
4 Technology 7.85%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$546K ﹤0.01%
26,561
502
$534K ﹤0.01%
4,507
+79
503
$531K ﹤0.01%
30,450
504
$529K ﹤0.01%
36,097
505
$525K ﹤0.01%
8,179
506
$519K ﹤0.01%
13,600
-30,700
507
$515K ﹤0.01%
21,900
-700
508
$512K ﹤0.01%
4,200
+300
509
$509K ﹤0.01%
40,000
510
$507K ﹤0.01%
13,925
511
$503K ﹤0.01%
43,732
512
$502K ﹤0.01%
11,922
+73
513
$500K ﹤0.01%
11,750
-2,000
514
$499K ﹤0.01%
26,350
515
$483K ﹤0.01%
15,400
-1,600
516
$481K ﹤0.01%
24,530
517
$466K ﹤0.01%
26,631
-72,196
518
$460K ﹤0.01%
10,875
519
$459K ﹤0.01%
14,911
-3,000
520
$457K ﹤0.01%
21,204
521
$456K ﹤0.01%
3,825
522
$453K ﹤0.01%
36,000
523
$450K ﹤0.01%
8,395
524
$449K ﹤0.01%
47,495
525
$448K ﹤0.01%
5,752
19 20
21
22 23