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
$27.3B
AUM Growth
+$3.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,843
New
Increased
Reduced
Closed

Top Buys

1
+$1.7B
2
+$111M
3
+$90.4M
4
LOW icon
Lowe's Companies
LOW
+$81.8M
5
ORCL icon
Oracle
ORCL
+$27.2M

Top Sells

1
+$109M
2
+$106M
3
+$72.4M
4
DPZ icon
Domino's
DPZ
+$55.5M
5
AMZN icon
Amazon
AMZN
+$52.9M

Sector Composition

1 Financials 49.2%
2 Technology 13.2%
3 Healthcare 10.72%
4 Consumer Discretionary 7.69%
5 Communication Services 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$127K ﹤0.01%
15,800
-300
777
$127K ﹤0.01%
11,920
778
$126K ﹤0.01%
723
-303
779
$126K ﹤0.01%
2,604
+154
780
$125K ﹤0.01%
1,995
-40
781
$125K ﹤0.01%
4,586
-414
782
$125K ﹤0.01%
44,200
-25,600
783
$125K ﹤0.01%
529
-529
784
$124K ﹤0.01%
190
+50
785
$124K ﹤0.01%
10,000
786
$124K ﹤0.01%
1,450
787
$124K ﹤0.01%
1,053
+53
788
$122K ﹤0.01%
2,840
+200
789
$122K ﹤0.01%
10,000
790
$122K ﹤0.01%
3,370
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791
$118K ﹤0.01%
+3,930
792
$118K ﹤0.01%
4,669
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793
$118K ﹤0.01%
3,041
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794
$117K ﹤0.01%
4,716
-655
795
$116K ﹤0.01%
2,036
+144
796
$113K ﹤0.01%
455
+95
797
$113K ﹤0.01%
2,839
-161
798
$113K ﹤0.01%
4,668
799
$113K ﹤0.01%
790
+40
800
$112K ﹤0.01%
2,400
30 31
32
33 34