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
826
$95.9K ﹤0.01%
1,875
827
$94.7K ﹤0.01%
1,017
828
$94.6K ﹤0.01%
2,200
829
$92.3K ﹤0.01%
2,099
+99
830
$92K ﹤0.01%
1,611
-170
831
$91.8K ﹤0.01%
522
+39
832
$91K ﹤0.01%
1,080
+80
833
$89.7K ﹤0.01%
1,835
+1,825
834
$89.2K ﹤0.01%
2,371
+363
835
$89.2K ﹤0.01%
653
+53
836
$89K ﹤0.01%
2,300
837
$88.7K ﹤0.01%
900
838
$88.5K ﹤0.01%
1,217
-69
839
$88.4K ﹤0.01%
8,500
840
$87.8K ﹤0.01%
1,881
841
$87.2K ﹤0.01%
5,525
842
$87K ﹤0.01%
7,100
843
$86.6K ﹤0.01%
1,471
844
$85.4K ﹤0.01%
794
-2,240
845
$85.1K ﹤0.01%
2,562
846
$84K ﹤0.01%
1,607
+92
847
$83.2K ﹤0.01%
3,539
848
$82.4K ﹤0.01%
+4,791
849
$80.7K ﹤0.01%
700
850
$80.5K ﹤0.01%
3,138
32 33
34
35 36