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
851
$79.4K ﹤0.01%
360
852
$79K ﹤0.01%
3,300
853
$78.2K ﹤0.01%
1,896
-25
854
$78.1K ﹤0.01%
2,275
855
$77.3K ﹤0.01%
1,700
856
$76.9K ﹤0.01%
4,091
+94
857
$76.5K ﹤0.01%
930
858
$75.1K ﹤0.01%
500
859
$74.6K ﹤0.01%
1,975
860
$74.2K ﹤0.01%
1,978
861
$73.7K ﹤0.01%
850
862
$73.2K ﹤0.01%
2,252
863
$72.2K ﹤0.01%
968
-396
864
$71.9K ﹤0.01%
600
865
$71.3K ﹤0.01%
3,366
866
$71.2K ﹤0.01%
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867
$71K ﹤0.01%
3,950
868
$70.9K ﹤0.01%
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869
$70.8K ﹤0.01%
2,400
-5,400
870
$70.5K ﹤0.01%
2,150
871
$70K ﹤0.01%
4,686
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872
$68.3K ﹤0.01%
2,000
873
$67.8K ﹤0.01%
35,294
874
$67.7K ﹤0.01%
2,000
875
$67.5K ﹤0.01%
64,252
33 34
35
36 37