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
526
$445K ﹤0.01%
16,133
-3,300
527
$441K ﹤0.01%
79,497
528
$439K ﹤0.01%
12,355
+532
529
$426K ﹤0.01%
4,400
530
$422K ﹤0.01%
17,633
+200
531
$422K ﹤0.01%
18,042
+7,297
532
$414K ﹤0.01%
11,153
533
$414K ﹤0.01%
20,920
534
$411K ﹤0.01%
485,707
535
$404K ﹤0.01%
4,495
-605
536
$402K ﹤0.01%
5,461
+510
537
$401K ﹤0.01%
28,000
538
$396K ﹤0.01%
10,960
-200
539
$392K ﹤0.01%
9,788
+581
540
$390K ﹤0.01%
14,275
541
$389K ﹤0.01%
10,922
-2,113
542
$389K ﹤0.01%
10,045
543
$387K ﹤0.01%
9,150
544
$380K ﹤0.01%
4,323
-250
545
$380K ﹤0.01%
8,170
+1
546
$371K ﹤0.01%
6,414
-3,505
547
$370K ﹤0.01%
4,392
-250
548
$368K ﹤0.01%
35,628
+1,744
549
$367K ﹤0.01%
17,500
550
$367K ﹤0.01%
4,500
20 21
22
23 24