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
576
$344K ﹤0.01%
4,152
577
$340K ﹤0.01%
10,000
578
$339K ﹤0.01%
30,000
-2,270
579
$339K ﹤0.01%
4,050
+400
580
$338K ﹤0.01%
4,400
581
$327K ﹤0.01%
7,500
582
$325K ﹤0.01%
9,600
583
$321K ﹤0.01%
13,050
584
$320K ﹤0.01%
19,050
-10,650
585
$320K ﹤0.01%
20,000
586
$316K ﹤0.01%
11,120
-11,339
587
$315K ﹤0.01%
5,165
+2,000
588
$310K ﹤0.01%
3,481
-400
589
$308K ﹤0.01%
47,495
590
$308K ﹤0.01%
3,002
+1,914
591
$308K ﹤0.01%
18,400
+15,000
592
$306K ﹤0.01%
20,850
-2,675
593
$305K ﹤0.01%
6,220
594
$304K ﹤0.01%
13,224
595
$303K ﹤0.01%
2,000
596
$299K ﹤0.01%
3,600
-58
597
$297K ﹤0.01%
6,350
598
$297K ﹤0.01%
16,419
599
$293K ﹤0.01%
27,661
600
$293K ﹤0.01%
+16,600
22 23
24
25 26