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
$14.5B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,420
New
Increased
Reduced
Closed

Top Buys

1
+$3.22B
2
+$467M
3
+$339M
4
CVS icon
CVS Health
CVS
+$293M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$281M

Top Sells

No sells this quarter

Sector Composition

1 Financials 39.52%
2 Healthcare 12.03%
3 Industrials 7.82%
4 Technology 6.7%
5 Energy 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$62K ﹤0.01%
+200
877
$62K ﹤0.01%
+1,279
878
$62K ﹤0.01%
+7,000
879
$61K ﹤0.01%
+1,562
880
$61K ﹤0.01%
+4,121
881
$60K ﹤0.01%
+4,470
882
$60K ﹤0.01%
+1,500
883
$60K ﹤0.01%
+31,613
884
$59K ﹤0.01%
+1,900
885
$58K ﹤0.01%
+1,790
886
$58K ﹤0.01%
+4,300
887
$57K ﹤0.01%
+1,247
888
$57K ﹤0.01%
+4,543
889
$57K ﹤0.01%
+124
890
$57K ﹤0.01%
+4,811
891
$56K ﹤0.01%
+2,000
892
$56K ﹤0.01%
+1,349
893
$56K ﹤0.01%
+975
894
$56K ﹤0.01%
+4,500
895
$55K ﹤0.01%
+1,329
896
$55K ﹤0.01%
+1,092
897
$55K ﹤0.01%
+4,300
898
$55K ﹤0.01%
+3,400
899
$54K ﹤0.01%
+1,815
900
$54K ﹤0.01%
+1,153
34 35
36
37 38