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
601
$292K ﹤0.01%
4,968
+50
602
$291K ﹤0.01%
3,825
+150
603
$291K ﹤0.01%
3,635
+735
604
$290K ﹤0.01%
18,944
+404
605
$290K ﹤0.01%
15,410
606
$289K ﹤0.01%
1,986
+26
607
$286K ﹤0.01%
1,120
608
$285K ﹤0.01%
3,533
+210
609
$284K ﹤0.01%
26,065
-1,940
610
$283K ﹤0.01%
32,625
+500
611
$281K ﹤0.01%
28,009
612
$281K ﹤0.01%
4,870
613
$280K ﹤0.01%
3,993
+300
614
$278K ﹤0.01%
2,353
615
$278K ﹤0.01%
4,400
616
$277K ﹤0.01%
1,544
617
$275K ﹤0.01%
3,318
618
$274K ﹤0.01%
14,062
619
$272K ﹤0.01%
12,042
620
$271K ﹤0.01%
22,500
+7,400
621
$270K ﹤0.01%
+5,000
622
$267K ﹤0.01%
19,174
623
$264K ﹤0.01%
1,047
+77
624
$258K ﹤0.01%
4,515
+400
625
$256K ﹤0.01%
5,832
23 24
25
26 27