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
$15.4B
AUM Growth
-$4.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,530
New
Increased
Reduced
Closed

Top Buys

1
+$76.2M
2
+$48.6M
3
+$46.7M
4
UNH icon
UnitedHealth
UNH
+$42.4M
5
KEYS icon
Keysight
KEYS
+$32M

Top Sells

1
+$103M
2
+$97.7M
3
+$73.6M
4
DNKN
Dunkin' Brands Group, Inc.
DNKN
+$60.9M
5
GDDY icon
GoDaddy
GDDY
+$54.4M

Sector Composition

1 Financials 41.97%
2 Technology 15.69%
3 Healthcare 11.26%
4 Communication Services 6.44%
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%
537
+243
879
$38K ﹤0.01%
600
880
$38K ﹤0.01%
701
881
$38K ﹤0.01%
676
882
$38K ﹤0.01%
24,875
-49,900
883
$38K ﹤0.01%
1,330
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%
750
894
$36K ﹤0.01%
4,015
-465
895
$36K ﹤0.01%
2,661
+19
896
$36K ﹤0.01%
2,000
897
$36K ﹤0.01%
+1,350
898
$36K ﹤0.01%
+1,201
899
$36K ﹤0.01%
1,800
900
$35K ﹤0.01%
365
-171
34 35
36
37 38