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
526
$615K ﹤0.01%
2,951
+193
527
$613K ﹤0.01%
16,611
528
$606K ﹤0.01%
2,321
+312
529
$601K ﹤0.01%
11,256
530
$599K ﹤0.01%
8,250
531
$599K ﹤0.01%
42,757
+1,869
532
$598K ﹤0.01%
2,481
-560
533
$596K ﹤0.01%
6,929
+8
534
$594K ﹤0.01%
52,761
-1,300
535
$590K ﹤0.01%
6,956
-650
536
$587K ﹤0.01%
9,124
537
$586K ﹤0.01%
17,524
538
$583K ﹤0.01%
18,725
+3,350
539
$576K ﹤0.01%
22,579
-285
540
$576K ﹤0.01%
30,788
-750
541
$575K ﹤0.01%
51,400
542
$573K ﹤0.01%
10,327
+549
543
$568K ﹤0.01%
8,400
544
$567K ﹤0.01%
6,925
545
$567K ﹤0.01%
24,360
546
$565K ﹤0.01%
7,125
-141
547
$558K ﹤0.01%
4,755
-800
548
$556K ﹤0.01%
5,787
+67
549
$552K ﹤0.01%
3,209
-236
550
$551K ﹤0.01%
7,875
20 21
22
23 24