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
651
$327K ﹤0.01%
6,756
+3,825
652
$327K ﹤0.01%
22,000
653
$327K ﹤0.01%
19,600
654
$326K ﹤0.01%
12,011
-761
655
$325K ﹤0.01%
3,258
+15
656
$325K ﹤0.01%
16,100
657
$324K ﹤0.01%
4,470
658
$323K ﹤0.01%
21,349
659
$322K ﹤0.01%
22,610
660
$321K ﹤0.01%
3,575
-225
661
$319K ﹤0.01%
11,839
-3,515
662
$317K ﹤0.01%
9,600
663
$317K ﹤0.01%
6,750
664
$315K ﹤0.01%
14,000
665
$314K ﹤0.01%
8,959
666
$313K ﹤0.01%
3,000
667
$311K ﹤0.01%
22,500
668
$309K ﹤0.01%
3,000
669
$308K ﹤0.01%
7,640
670
$305K ﹤0.01%
12,163
-4,000
671
$299K ﹤0.01%
1,322
+698
672
$294K ﹤0.01%
3,109
+228
673
$293K ﹤0.01%
22,376
-2,642
674
$292K ﹤0.01%
1,074
-6
675
$290K ﹤0.01%
15,000
25 26
27
28 29