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
776
$171K ﹤0.01%
2,476
+2,407
777
$171K ﹤0.01%
1,971
778
$171K ﹤0.01%
50,400
779
$170K ﹤0.01%
6,113
780
$170K ﹤0.01%
4,050
781
$170K ﹤0.01%
1,327
782
$169K ﹤0.01%
3,000
783
$168K ﹤0.01%
27,500
784
$166K ﹤0.01%
30,479
+400
785
$163K ﹤0.01%
17,060
-11,720
786
$162K ﹤0.01%
60,000
787
$158K ﹤0.01%
2,800
788
$158K ﹤0.01%
1,800
789
$158K ﹤0.01%
+3,000
790
$156K ﹤0.01%
3,300
791
$156K ﹤0.01%
17,458
792
$155K ﹤0.01%
73,783
793
$155K ﹤0.01%
+11,920
794
$154K ﹤0.01%
34,745
795
$151K ﹤0.01%
+2,450
796
$151K ﹤0.01%
+2,025
797
$151K ﹤0.01%
497
+167
798
$150K ﹤0.01%
4,570
799
$150K ﹤0.01%
1,326
-484
800
$148K ﹤0.01%
1,140
+540
30 31
32
33 34