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
551
$366K ﹤0.01%
9,150
+2,400
552
$365K ﹤0.01%
16,884
-5,150
553
$363K ﹤0.01%
15,600
554
$363K ﹤0.01%
7,406
555
$362K ﹤0.01%
28,536
+1,036
556
$356K ﹤0.01%
32,977
557
$352K ﹤0.01%
7,750
558
$350K ﹤0.01%
1,544
559
$350K ﹤0.01%
21,000
560
$347K ﹤0.01%
14,297
561
$347K ﹤0.01%
5,461
-1,250
562
$343K ﹤0.01%
32,353
+745
563
$342K ﹤0.01%
+2,000
564
$340K ﹤0.01%
26,219
565
$339K ﹤0.01%
27,661
566
$337K ﹤0.01%
10,559
567
$337K ﹤0.01%
12,288
-800
568
$332K ﹤0.01%
40,000
+10,000
569
$329K ﹤0.01%
6,000
570
$327K ﹤0.01%
3,522
571
$327K ﹤0.01%
2,063
572
$327K ﹤0.01%
8,436
-6,537
573
$326K ﹤0.01%
8,324
574
$324K ﹤0.01%
19,877
575
$323K ﹤0.01%
10,103
+103
21 22
23
24 25