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
826
$52K ﹤0.01%
1,000
827
$52K ﹤0.01%
8,640
+600
828
$52K ﹤0.01%
+407
829
$51K ﹤0.01%
400
+200
830
$51K ﹤0.01%
+2,530
831
$51K ﹤0.01%
+3,253
832
$50K ﹤0.01%
378
833
$49K ﹤0.01%
12,100
834
$49K ﹤0.01%
1,700
835
$49K ﹤0.01%
1,454
+464
836
$49K ﹤0.01%
1,800
837
$48K ﹤0.01%
5,200
-6,400
838
$48K ﹤0.01%
2,008
-120
839
$48K ﹤0.01%
643
+225
840
$47K ﹤0.01%
522
841
$47K ﹤0.01%
2,381
-14
842
$47K ﹤0.01%
581
843
$46K ﹤0.01%
525
844
$46K ﹤0.01%
3,160
845
$46K ﹤0.01%
534
+134
846
$46K ﹤0.01%
700
-100
847
$45K ﹤0.01%
+13,100
848
$45K ﹤0.01%
1,855
849
$44K ﹤0.01%
1,500
850
$44K ﹤0.01%
500
32 33
34
35 36