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
826
$126K ﹤0.01%
+900
827
$125K ﹤0.01%
1,051
-57
828
$124K ﹤0.01%
1,247
829
$124K ﹤0.01%
7,100
-3,900
830
$123K ﹤0.01%
3,539
831
$123K ﹤0.01%
1,500
832
$122K ﹤0.01%
1,759
+844
833
$121K ﹤0.01%
+2,275
834
$119K ﹤0.01%
1,000
835
$119K ﹤0.01%
700
836
$118K ﹤0.01%
1,096
+14
837
$118K ﹤0.01%
786
838
$117K ﹤0.01%
99
839
$114K ﹤0.01%
1,295
840
$114K ﹤0.01%
2,212
841
$114K ﹤0.01%
935
-10
842
$113K ﹤0.01%
1,781
843
$113K ﹤0.01%
8,892
844
$112K ﹤0.01%
700
845
$111K ﹤0.01%
828
846
$111K ﹤0.01%
1,986
847
$110K ﹤0.01%
2,000
848
$110K ﹤0.01%
2,100
849
$110K ﹤0.01%
850
850
$110K ﹤0.01%
1,995
32 33
34
35 36