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
576
$473K ﹤0.01%
13,563
-175
577
$471K ﹤0.01%
43,339
+13,494
578
$467K ﹤0.01%
14,000
579
$465K ﹤0.01%
4,000
580
$460K ﹤0.01%
3,200
-200
581
$459K ﹤0.01%
19,565
582
$458K ﹤0.01%
26,675
-2,500
583
$458K ﹤0.01%
+25,000
584
$456K ﹤0.01%
+13,997
585
$456K ﹤0.01%
1,750
586
$453K ﹤0.01%
880
-105
587
$451K ﹤0.01%
20,000
+10,000
588
$448K ﹤0.01%
3,975
-8
589
$445K ﹤0.01%
40,600
590
$437K ﹤0.01%
2,060
-2,658
591
$434K ﹤0.01%
1,058
592
$433K ﹤0.01%
4,362
593
$430K ﹤0.01%
2,199
+79
594
$429K ﹤0.01%
6,500
595
$429K ﹤0.01%
8,729
596
$427K ﹤0.01%
2,566
+16
597
$427K ﹤0.01%
8,600
-300
598
$426K ﹤0.01%
655
+125
599
$425K ﹤0.01%
2,300
-225
600
$422K ﹤0.01%
6,125
22 23
24
25 26