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
751
$193K ﹤0.01%
545
+35
752
$193K ﹤0.01%
3,410
753
$192K ﹤0.01%
3,500
754
$192K ﹤0.01%
2,700
755
$189K ﹤0.01%
922
+331
756
$188K ﹤0.01%
1,430
757
$187K ﹤0.01%
14,925
758
$186K ﹤0.01%
1,800
759
$182K ﹤0.01%
4,525
760
$180K ﹤0.01%
5,000
761
$180K ﹤0.01%
2,567
+66
762
$179K ﹤0.01%
2,275
763
$178K ﹤0.01%
800
764
$177K ﹤0.01%
2,630
+2,000
765
$177K ﹤0.01%
156
766
$177K ﹤0.01%
20,405
+18,000
767
$176K ﹤0.01%
2,102
768
$176K ﹤0.01%
1,329
-100
769
$175K ﹤0.01%
4,500
770
$175K ﹤0.01%
60,000
771
$174K ﹤0.01%
356
-100
772
$173K ﹤0.01%
1,931
+29
773
$173K ﹤0.01%
1,612
774
$173K ﹤0.01%
2,233
+33
775
$172K ﹤0.01%
9,373
29 30
31
32 33