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
$20.9B
AUM Growth
+$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,486
New
Increased
Reduced
Closed

Top Buys

1
+$96.4M
2
+$75.9M
3
+$42.8M
4
BABA icon
Alibaba
BABA
+$42.4M
5
ORLY icon
O'Reilly Automotive
ORLY
+$39.4M

Top Sells

1
+$349M
2
+$88.9M
3
+$49M
4
AAPL icon
Apple
AAPL
+$49M
5
MDLZ icon
Mondelez International
MDLZ
+$46.9M

Sector Composition

1 Financials 38.56%
2 Technology 18.12%
3 Healthcare 11.93%
4 Communication Services 9.51%
5 Consumer Discretionary 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$146K ﹤0.01%
2,904
727
$145K ﹤0.01%
250
728
$145K ﹤0.01%
1,382
+951
729
$143K ﹤0.01%
25,000
730
$143K ﹤0.01%
3,825
731
$142K ﹤0.01%
8,789
+158
732
$142K ﹤0.01%
2,131
+1,931
733
$141K ﹤0.01%
367
+41
734
$140K ﹤0.01%
1,327
735
$139K ﹤0.01%
21,000
+1,000
736
$137K ﹤0.01%
700
737
$136K ﹤0.01%
1,858
738
$136K ﹤0.01%
1,051
+1,017
739
$135K ﹤0.01%
2,767
+2,696
740
$134K ﹤0.01%
+3,500
741
$133K ﹤0.01%
693
742
$132K ﹤0.01%
24,820
-30,900
743
$131K ﹤0.01%
+2,700
744
$130K ﹤0.01%
1,125
745
$130K ﹤0.01%
+2,906
746
$130K ﹤0.01%
700
747
$129K ﹤0.01%
5,590
748
$129K ﹤0.01%
2,700
749
$127K ﹤0.01%
1,443
750
$126K ﹤0.01%
2,374
-205
28 29
30
31 32