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
$17.5B
AUM Growth
+$312M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,580
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$27.6M
3
+$23.4M
4
NWL icon
Newell Brands
NWL
+$16.8M
5
ORLY icon
O'Reilly Automotive
ORLY
+$16.4M

Top Sells

1
+$61.5M
2
+$47M
3
+$25.4M
4
DD
Du Pont De Nemours E I
DD
+$25.4M
5
MSFT icon
Microsoft
MSFT
+$23.6M

Sector Composition

1 Financials 38.18%
2 Healthcare 11.37%
3 Industrials 9.54%
4 Technology 8.79%
5 Consumer Staples 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$407K ﹤0.01%
11,250
+1,100
552
$406K ﹤0.01%
24,200
+23,712
553
$404K ﹤0.01%
36,000
554
$403K ﹤0.01%
4,320
-531
555
$402K ﹤0.01%
3,000
556
$400K ﹤0.01%
31,500
557
$397K ﹤0.01%
2,800
558
$396K ﹤0.01%
3,480
559
$396K ﹤0.01%
6,254
-810
560
$388K ﹤0.01%
8,406
+199
561
$381K ﹤0.01%
3,400
562
$380K ﹤0.01%
2,600
+700
563
$380K ﹤0.01%
19,876
564
$378K ﹤0.01%
6,317
-212
565
$372K ﹤0.01%
1,924
566
$367K ﹤0.01%
20,025
567
$363K ﹤0.01%
4,900
568
$359K ﹤0.01%
8,310
-120
569
$358K ﹤0.01%
6,006
570
$357K ﹤0.01%
45,650
-30,896
571
$353K ﹤0.01%
2,325
572
$350K ﹤0.01%
13,200
573
$349K ﹤0.01%
3,500
574
$345K ﹤0.01%
15,066
-1,500
575
$344K ﹤0.01%
9,000
+500
21 22
23
24 25