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
$27.3B
AUM Growth
+$3.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,843
New
Increased
Reduced
Closed

Top Buys

1
+$1.7B
2
+$111M
3
+$90.4M
4
LOW icon
Lowe's Companies
LOW
+$81.8M
5
ORCL icon
Oracle
ORCL
+$27.2M

Top Sells

1
+$109M
2
+$106M
3
+$72.4M
4
DPZ icon
Domino's
DPZ
+$55.5M
5
AMZN icon
Amazon
AMZN
+$52.9M

Sector Composition

1 Financials 49.2%
2 Technology 13.2%
3 Healthcare 10.72%
4 Consumer Discretionary 7.69%
5 Communication Services 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$231K ﹤0.01%
1,141
652
$231K ﹤0.01%
2,317
653
$229K ﹤0.01%
7,090
-6,425
654
$227K ﹤0.01%
1,079
-290
655
$226K ﹤0.01%
62,000
656
$224K ﹤0.01%
5,180
657
$224K ﹤0.01%
10,000
658
$223K ﹤0.01%
18,507
659
$223K ﹤0.01%
28,050
+9,300
660
$222K ﹤0.01%
7,505
+4,055
661
$222K ﹤0.01%
2,700
662
$222K ﹤0.01%
830
663
$221K ﹤0.01%
4,395
-69
664
$221K ﹤0.01%
2,873
+73
665
$221K ﹤0.01%
156
666
$220K ﹤0.01%
4,324
667
$219K ﹤0.01%
785
668
$215K ﹤0.01%
18,744
669
$215K ﹤0.01%
2,413
-1,066
670
$215K ﹤0.01%
13,500
671
$214K ﹤0.01%
2,500
672
$213K ﹤0.01%
883
+56
673
$212K ﹤0.01%
2,973
+478
674
$212K ﹤0.01%
4,246
675
$210K ﹤0.01%
1,300
25 26
27
28 29