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
701
$169K ﹤0.01%
4,326
702
$168K ﹤0.01%
3,300
703
$168K ﹤0.01%
244
704
$165K ﹤0.01%
12,584
705
$165K ﹤0.01%
61,400
706
$164K ﹤0.01%
664
707
$161K ﹤0.01%
2,900
708
$160K ﹤0.01%
957
709
$160K ﹤0.01%
+5,156
710
$159K ﹤0.01%
1,500
711
$159K ﹤0.01%
3,050
712
$158K ﹤0.01%
10,000
713
$157K ﹤0.01%
3,683
714
$157K ﹤0.01%
2,000
+1,000
715
$156K ﹤0.01%
7,533
-1
716
$156K ﹤0.01%
10,000
717
$156K ﹤0.01%
11,977
-164
718
$155K ﹤0.01%
60,000
719
$155K ﹤0.01%
2,387
720
$155K ﹤0.01%
2,000
721
$154K ﹤0.01%
34,019
722
$150K ﹤0.01%
25,938
723
$150K ﹤0.01%
3,000
724
$148K ﹤0.01%
7,636
725
$147K ﹤0.01%
4,718
27 28
29
30 31