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
601
$421K ﹤0.01%
3,206
-100
602
$421K ﹤0.01%
3,110
+364
603
$419K ﹤0.01%
5,940
604
$419K ﹤0.01%
+22,910
605
$417K ﹤0.01%
4,701
-3
606
$413K ﹤0.01%
4,017
+54
607
$411K ﹤0.01%
2,100
608
$410K ﹤0.01%
16,181
609
$405K ﹤0.01%
5,000
-800
610
$404K ﹤0.01%
12,630
+6,600
611
$404K ﹤0.01%
8,325
612
$401K ﹤0.01%
1,693
+1,000
613
$400K ﹤0.01%
11,667
614
$399K ﹤0.01%
95,000
615
$399K ﹤0.01%
1,607
+39
616
$399K ﹤0.01%
15,000
617
$398K ﹤0.01%
8,200
618
$393K ﹤0.01%
2,881
619
$388K ﹤0.01%
2,400
620
$387K ﹤0.01%
17,062
621
$385K ﹤0.01%
11,492
622
$384K ﹤0.01%
3,649
-2,237
623
$381K ﹤0.01%
1,910
624
$380K ﹤0.01%
1,531
+500
625
$377K ﹤0.01%
3,623
-24
23 24
25
26 27