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
$35.4B
AUM Growth
+$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$223M
2
+$117M
3
+$112M
4
CRM icon
Salesforce
CRM
+$91.9M
5
UNH icon
UnitedHealth
UNH
+$76.5M

Top Sells

1
+$160M
2
+$146M
3
+$95.6M
4
ORCL icon
Oracle
ORCL
+$95.4M
5
FTV icon
Fortive
FTV
+$79.3M

Sector Composition

1 Financials 44.67%
2 Technology 22.14%
3 Consumer Discretionary 7.54%
4 Communication Services 5.72%
5 Healthcare 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IGRO icon
526
iShares International Dividend Growth ETF
IGRO
$1.12B
$513K ﹤0.01%
6,500
PLTR icon
527
Palantir
PLTR
$424B
$512K ﹤0.01%
3,755
-1,244
AZN icon
528
AstraZeneca
AZN
$280B
$511K ﹤0.01%
7,316
+332
BDX icon
529
Becton Dickinson
BDX
$55.2B
$511K ﹤0.01%
2,966
-23
VBK icon
530
Vanguard Small-Cap Growth ETF
VBK
$21B
$507K ﹤0.01%
1,828
+42
EBMT icon
531
Eagle Bancorp Montana
EBMT
$135M
$504K ﹤0.01%
30,236
NVO icon
532
Novo Nordisk
NVO
$214B
$504K ﹤0.01%
7,300
+59
EFX icon
533
Equifax
EFX
$26.1B
$500K ﹤0.01%
1,927
TRI icon
534
Thomson Reuters
TRI
$59.5B
$497K ﹤0.01%
2,475
-131
ESGR
535
DELISTED
Enstar Group
ESGR
$491K ﹤0.01%
1,461
-1,259
SPE
536
Special Opportunities Fund
SPE
$164M
$488K ﹤0.01%
31,510
IDXX icon
537
Idexx Laboratories
IDXX
$57.3B
$485K ﹤0.01%
905
CLX icon
538
Clorox
CLX
$12.8B
$485K ﹤0.01%
4,040
-41
VGT icon
539
Vanguard Information Technology ETF
VGT
$115B
$480K ﹤0.01%
724
-124
FCX icon
540
Freeport-McMoran
FCX
$63.6B
$479K ﹤0.01%
11,054
+135
BEEP icon
541
Mobile Infrastructure Corp
BEEP
$111M
$477K ﹤0.01%
105,342
IWB icon
542
iShares Russell 1000 ETF
IWB
$45.5B
$477K ﹤0.01%
1,404
-80
EWL icon
543
iShares MSCI Switzerland ETF
EWL
$1.46B
$477K ﹤0.01%
+8,695
CPNG icon
544
Coupang
CPNG
$48.7B
$473K ﹤0.01%
15,800
AL icon
545
Air Lease Corp
AL
$7.15B
$470K ﹤0.01%
8,000
DFAX icon
546
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.86B
$469K ﹤0.01%
15,952
SCHF icon
547
Schwab International Equity ETF
SCHF
$53.9B
$468K ﹤0.01%
21,199
+1,083
MGYR icon
548
Magyar Bancorp
MGYR
$110M
$467K ﹤0.01%
28,015
URI icon
549
United Rentals
URI
$51.4B
$463K ﹤0.01%
+614
BKU icon
550
Bankunited
BKU
$3.36B
$463K ﹤0.01%
13,000
20 21
22
23 24