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
$19.4B
AUM Growth
+$2.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,542
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$81.3M
3
+$64.6M
4
KEYS icon
Keysight
KEYS
+$62.7M
5
AZO icon
AutoZone
AZO
+$55.9M

Top Sells

1
+$78.6M
2
+$42.5M
3
+$40.5M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$28.2M
5
WKHS icon
Workhorse Group
WKHS
+$27.5M

Sector Composition

1 Financials 38.9%
2 Technology 17.9%
3 Healthcare 11.08%
4 Communication Services 8.1%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$85K ﹤0.01%
903
-78
777
$85K ﹤0.01%
700
778
$85K ﹤0.01%
2,523
779
$84K ﹤0.01%
+6,486
780
$84K ﹤0.01%
+41,600
781
$83K ﹤0.01%
2,000
782
$83K ﹤0.01%
511
783
$83K ﹤0.01%
9,583
-145
784
$82K ﹤0.01%
2,000
-223
785
$82K ﹤0.01%
1,566
+12
786
$82K ﹤0.01%
326
787
$81K ﹤0.01%
7,358
788
$81K ﹤0.01%
+11,373
789
$81K ﹤0.01%
650
790
$81K ﹤0.01%
1,150
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791
$81K ﹤0.01%
1,500
-1,550
792
$80K ﹤0.01%
1,473
793
$79K ﹤0.01%
1,000
794
$78K ﹤0.01%
8,360
-8,000
795
$77K ﹤0.01%
2,167
796
$76K ﹤0.01%
225
797
$76K ﹤0.01%
20,928
798
$76K ﹤0.01%
3,539
-476
799
$76K ﹤0.01%
2,900
-900
800
$76K ﹤0.01%
1,500
30 31
32
33 34