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
876
$95K ﹤0.01%
483
877
$95K ﹤0.01%
14,400
878
$94K ﹤0.01%
2,300
879
$94K ﹤0.01%
1,250
880
$94K ﹤0.01%
360
881
$93K ﹤0.01%
6,637
882
$92K ﹤0.01%
675
-42,825
883
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2,000
884
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1,207
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885
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5,000
886
$90K ﹤0.01%
488
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888
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3,000
-1,000
889
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850
890
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891
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720
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895
$86K ﹤0.01%
5,000
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896
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500
897
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286
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$84K ﹤0.01%
1,450
899
$84K ﹤0.01%
850
900
$84K ﹤0.01%
12,400
34 35
36
37 38