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
$27.3B
AUM Growth
+$3.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,843
New
Increased
Reduced
Closed

Top Buys

1
+$1.7B
2
+$111M
3
+$90.4M
4
LOW icon
Lowe's Companies
LOW
+$81.8M
5
ORCL icon
Oracle
ORCL
+$27.2M

Top Sells

1
+$109M
2
+$106M
3
+$72.4M
4
DPZ icon
Domino's
DPZ
+$55.5M
5
AMZN icon
Amazon
AMZN
+$52.9M

Sector Composition

1 Financials 49.2%
2 Technology 13.2%
3 Healthcare 10.72%
4 Consumer Discretionary 7.69%
5 Communication Services 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$392K ﹤0.01%
64,344
552
$388K ﹤0.01%
8,025
553
$386K ﹤0.01%
30,000
-15,000
554
$385K ﹤0.01%
1,955
555
$377K ﹤0.01%
5,641
-2,384
556
$375K ﹤0.01%
2,324
+24
557
$374K ﹤0.01%
6,500
558
$374K ﹤0.01%
6,586
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559
$373K ﹤0.01%
13,000
560
$371K ﹤0.01%
2,798
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561
$368K ﹤0.01%
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562
$364K ﹤0.01%
5,374
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563
$364K ﹤0.01%
15,780
+2,767
564
$363K ﹤0.01%
20,360
-1,000
565
$361K ﹤0.01%
5,336
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566
$360K ﹤0.01%
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-1,300
567
$359K ﹤0.01%
28,015
568
$355K ﹤0.01%
3,388
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569
$354K ﹤0.01%
1,850
-300
570
$351K ﹤0.01%
18,561
-473
571
$350K ﹤0.01%
12,927
+713
572
$348K ﹤0.01%
5,000
573
$348K ﹤0.01%
2,450
574
$348K ﹤0.01%
+6,930
575
$347K ﹤0.01%
4,902
21 22
23
24 25