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
501
$706K ﹤0.01%
12,454
-18
502
$703K ﹤0.01%
5,280
503
$700K ﹤0.01%
31,695
+4,112
504
$686K ﹤0.01%
+12,228
505
$684K ﹤0.01%
10,069
506
$675K ﹤0.01%
30,236
507
$673K ﹤0.01%
5,006
-1,730
508
$667K ﹤0.01%
44,174
509
$666K ﹤0.01%
30,771
510
$665K ﹤0.01%
36,050
511
$664K ﹤0.01%
1,955
512
$656K ﹤0.01%
60,232
513
$653K ﹤0.01%
20,200
514
$640K ﹤0.01%
2,649
515
$637K ﹤0.01%
7,381
+27
516
$636K ﹤0.01%
34,644
+12,472
517
$633K ﹤0.01%
28,465
518
$630K ﹤0.01%
18,115
-3,664
519
$626K ﹤0.01%
+350,000
520
$625K ﹤0.01%
5,313
521
$621K ﹤0.01%
2,925
522
$620K ﹤0.01%
3,478
523
$619K ﹤0.01%
16,178
-599
524
$618K ﹤0.01%
1,391
525
$616K ﹤0.01%
19,500
19 20
21
22 23