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
676
$290K ﹤0.01%
44,695
677
$290K ﹤0.01%
6,720
678
$288K ﹤0.01%
525
+300
679
$288K ﹤0.01%
1,940
+1
680
$286K ﹤0.01%
4,000
681
$282K ﹤0.01%
24,958
682
$280K ﹤0.01%
3,875
+1,300
683
$279K ﹤0.01%
10,000
+2,500
684
$278K ﹤0.01%
+419
685
$278K ﹤0.01%
14,187
686
$278K ﹤0.01%
5,059
687
$277K ﹤0.01%
800
688
$277K ﹤0.01%
908
689
$276K ﹤0.01%
18,507
690
$274K ﹤0.01%
5,095
+1,200
691
$271K ﹤0.01%
18,224
+90
692
$271K ﹤0.01%
993
693
$271K ﹤0.01%
7,050
694
$271K ﹤0.01%
42,140
+17,140
695
$270K ﹤0.01%
830
696
$268K ﹤0.01%
2,450
697
$267K ﹤0.01%
785
698
$267K ﹤0.01%
1,800
+800
699
$266K ﹤0.01%
4,024
700
$262K ﹤0.01%
2,904
26 27
28
29 30