First Manhattan

First Manhattan Portfolio holdings

AUM $38.1B
1-Year Est. Return 20.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.4B
AUM Growth
-$4.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,530
New
Increased
Reduced
Closed

Top Buys

1
+$89.1M
2
+$84.7M
3
+$52.5M
4
UNH icon
UnitedHealth
UNH
+$46.7M
5
KEYS icon
Keysight
KEYS
+$36.4M

Top Sells

1
+$103M
2
+$97.3M
3
+$87.5M
4
DNKN
Dunkin' Brands Group, Inc.
DNKN
+$79.5M
5
OPLN
Openlane
OPLN
+$77M

Sector Composition

1 Financials 41.97%
2 Technology 15.69%
3 Healthcare 11.26%
4 Communication Services 6.47%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$39K ﹤0.01%
+775
877
$39K ﹤0.01%
21,626
878
$38K ﹤0.01%
1,330
879
$38K ﹤0.01%
537
+243
880
$38K ﹤0.01%
600
881
$38K ﹤0.01%
701
882
$38K ﹤0.01%
676
883
$38K ﹤0.01%
24,875
-49,900
884
$37K ﹤0.01%
493
885
$37K ﹤0.01%
947
+147
886
$37K ﹤0.01%
2,700
887
$37K ﹤0.01%
5,000
888
$37K ﹤0.01%
+1,000
889
$37K ﹤0.01%
1,521
-1
890
$37K ﹤0.01%
600
891
$37K ﹤0.01%
380
892
$37K ﹤0.01%
+1,000
893
$36K ﹤0.01%
2,000
894
$36K ﹤0.01%
+1,350
895
$36K ﹤0.01%
+1,201
896
$36K ﹤0.01%
1,800
897
$36K ﹤0.01%
750
898
$36K ﹤0.01%
4,015
-465
899
$36K ﹤0.01%
2,661
+19
900
$35K ﹤0.01%
365
-171
34 35
36
37 38