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
851
$109K ﹤0.01%
360
852
$109K ﹤0.01%
934
-7
853
$108K ﹤0.01%
2,400
854
$108K ﹤0.01%
600
855
$107K ﹤0.01%
3,217
856
$107K ﹤0.01%
4,668
857
$105K ﹤0.01%
+1,375
858
$105K ﹤0.01%
800
859
$103K ﹤0.01%
947
+622
860
$103K ﹤0.01%
+140
861
$102K ﹤0.01%
1,150
862
$102K ﹤0.01%
2,200
863
$102K ﹤0.01%
1,367
+1,034
864
$101K ﹤0.01%
152
+25
865
$100K ﹤0.01%
+2,200
866
$99K ﹤0.01%
+5,525
867
$99K ﹤0.01%
1,222
+33
868
$98K ﹤0.01%
+4,650
869
$98K ﹤0.01%
13,572
870
$97K ﹤0.01%
+2,425
871
$97K ﹤0.01%
2,082
872
$96K ﹤0.01%
+1,724
873
$96K ﹤0.01%
2,125
874
$96K ﹤0.01%
2,251
875
$95K ﹤0.01%
866
-250
33 34
35
36 37