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
551
$550K ﹤0.01%
15,000
552
$550K ﹤0.01%
7,400
+6,400
553
$546K ﹤0.01%
5,114
554
$544K ﹤0.01%
41,900
555
$542K ﹤0.01%
40,000
556
$524K ﹤0.01%
13,667
557
$520K ﹤0.01%
18,629
558
$520K ﹤0.01%
9,875
-1,000
559
$520K ﹤0.01%
4,176
560
$519K ﹤0.01%
24,809
-34
561
$518K ﹤0.01%
79,800
-500
562
$514K ﹤0.01%
17,487
563
$514K ﹤0.01%
17,500
564
$506K ﹤0.01%
12,200
565
$504K ﹤0.01%
3,817
566
$499K ﹤0.01%
7,500
-200
567
$498K ﹤0.01%
18,870
+7,500
568
$498K ﹤0.01%
1,404
+265
569
$496K ﹤0.01%
5,625
570
$496K ﹤0.01%
3,122
+155
571
$496K ﹤0.01%
14,279
-3,607
572
$494K ﹤0.01%
25,514
573
$491K ﹤0.01%
21,620
574
$479K ﹤0.01%
6,513
-315
575
$474K ﹤0.01%
21,360
-450
21 22
23
24 25