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
$17.2B
AUM Growth
+$1.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,548
New
Increased
Reduced
Closed

Top Buys

1 +$113M
2 +$85.1M
3 +$55.7M
4
FWONK icon
Liberty Media Series C
FWONK
+$52.5M
5
DHR icon
Danaher
DHR
+$44.2M

Sector Composition

1 Financials 36.73%
2 Healthcare 10.6%
3 Industrials 7.43%
4 Technology 7.06%
5 Energy 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$57.7M 0.34%
666,888
-424,079
52
$57.4M 0.33%
785,280
-4,936
53
$57.4M 0.33%
762,870
-4,275
54
$56.8M 0.33%
723,798
-600
55
$54.7M 0.32%
1,792,367
-7,800
56
$54.3M 0.32%
3,357,836
+96,900
57
$53.3M 0.31%
632,120
-7,490
58
$52.8M 0.31%
556,909
-674,937
59
$52.5M 0.31%
+2,087,538
60
$51.3M 0.3%
1,231,963
-52,909
61
$50M 0.29%
934,758
-2,565
62
$48.4M 0.28%
1,494,929
-8,150
63
$48.3M 0.28%
873,132
+11,262
64
$47.6M 0.28%
487,339
-174,353
65
$47.3M 0.27%
502,414
-10,620
66
$46.3M 0.27%
1,650,293
-31,244
67
$46.2M 0.27%
956,933
-5,130
68
$43.1M 0.25%
484,075
+26,159
69
$42.3M 0.25%
301,067
+1,539
70
$42.1M 0.24%
986,490
-33,387
71
$41.3M 0.24%
529,214
-641,562
72
$41.3M 0.24%
714,521
+52,525
73
$40.6M 0.24%
79,726
+1,187
74
$39.5M 0.23%
949,902
+54,545
75
$39.4M 0.23%
519,218
-11,100