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
876
$65.7K ﹤0.01%
+931
877
$65.3K ﹤0.01%
1,350
+621
878
$65K ﹤0.01%
1,900
879
$64.8K ﹤0.01%
987
+50
880
$64.8K ﹤0.01%
1,246
+56
881
$64.6K ﹤0.01%
1,450
+150
882
$63.9K ﹤0.01%
1,030
+406
883
$63.8K ﹤0.01%
450
884
$63.3K ﹤0.01%
934
885
$63.1K ﹤0.01%
1,400
886
$63K ﹤0.01%
400
-400
887
$62.9K ﹤0.01%
398
-140
888
$62.6K ﹤0.01%
4,158
-54
889
$62.5K ﹤0.01%
1,642
+642
890
$62.5K ﹤0.01%
1,000
891
$62.3K ﹤0.01%
482
-805
892
$62.1K ﹤0.01%
3,449
893
$61.9K ﹤0.01%
677
894
$61.8K ﹤0.01%
15,600
895
$61.7K ﹤0.01%
952
896
$61.6K ﹤0.01%
2,200
897
$61.3K ﹤0.01%
2,425
898
$61.1K ﹤0.01%
1,315
899
$61.1K ﹤0.01%
5,865
+442
900
$60.7K ﹤0.01%
2,500
+1,000
34 35
36
37 38