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
$15.4B
AUM Growth
-$4.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,530
New
Increased
Reduced
Closed

Top Buys

1
+$76.2M
2
+$48.6M
3
+$46.7M
4
UNH icon
UnitedHealth
UNH
+$42.4M
5
KEYS icon
Keysight
KEYS
+$32M

Top Sells

1
+$103M
2
+$97.7M
3
+$73.6M
4
DNKN
Dunkin' Brands Group, Inc.
DNKN
+$60.9M
5
GDDY icon
GoDaddy
GDDY
+$54.4M

Sector Composition

1 Financials 41.97%
2 Technology 15.69%
3 Healthcare 11.26%
4 Communication Services 6.44%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$67K ﹤0.01%
+5,000
777
$67K ﹤0.01%
624
-145
778
$66K ﹤0.01%
1,000
-1
779
$66K ﹤0.01%
1,157
+262
780
$66K ﹤0.01%
136
-11
781
$65K ﹤0.01%
6,066
-800
782
$65K ﹤0.01%
1,550
+100
783
$65K ﹤0.01%
546
+46
784
$65K ﹤0.01%
1,250
+1,000
785
$65K ﹤0.01%
12,613
-9,645
786
$65K ﹤0.01%
847
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787
$64K ﹤0.01%
11,857
788
$64K ﹤0.01%
+1,473
789
$64K ﹤0.01%
4,200
790
$64K ﹤0.01%
3,825
791
$63K ﹤0.01%
866
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792
$62K ﹤0.01%
1,839
+124
793
$61K ﹤0.01%
3,000
794
$61K ﹤0.01%
4,015
+476
795
$60K ﹤0.01%
364
796
$59K ﹤0.01%
217
797
$59K ﹤0.01%
706
+62
798
$59K ﹤0.01%
7,227
+3,248
799
$59K ﹤0.01%
1,250
800
$59K ﹤0.01%
2,500
30 31
32
33 34