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
$27.1B
AUM Growth
-$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,597
New
Increased
Reduced
Closed

Top Buys

1 +$110M
2 +$103M
3 +$78.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$72.1M
5
KEYS icon
Keysight
KEYS
+$39.7M

Top Sells

1 +$112M
2 +$107M
3 +$65.9M
4
RTX icon
RTX Corp
RTX
+$52.5M
5
ABBV icon
AbbVie
ABBV
+$32.3M

Sector Composition

1 Financials 45.46%
2 Technology 16.42%
3 Healthcare 10.39%
4 Consumer Discretionary 8%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$84.2K ﹤0.01%
803
777
$84.1K ﹤0.01%
2,212
778
$83.8K ﹤0.01%
56
779
$83.7K ﹤0.01%
1,705
+21
780
$83K ﹤0.01%
1,918
781
$82.2K ﹤0.01%
408
782
$82K ﹤0.01%
1,884
-221
783
$79.5K ﹤0.01%
6,909
-1,250
784
$79.5K ﹤0.01%
1,625
+1,599
785
$79K ﹤0.01%
1,978
786
$78.8K ﹤0.01%
9,461
-5,491
787
$77.5K ﹤0.01%
600
788
$77.3K ﹤0.01%
1,881
789
$77.1K ﹤0.01%
394
-172
790
$76.2K ﹤0.01%
2,066
791
$75.3K ﹤0.01%
1,283
-158
792
$74.9K ﹤0.01%
725
793
$74.5K ﹤0.01%
700
794
$73.4K ﹤0.01%
4,310
795
$72.1K ﹤0.01%
499
-1,034
796
$71.7K ﹤0.01%
1,735
797
$71.5K ﹤0.01%
591
798
$71.1K ﹤0.01%
1,033
+36
799
$70.4K ﹤0.01%
937
-19,450
800
$69.8K ﹤0.01%
2,275