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
901
$35K ﹤0.01%
+800
902
$35K ﹤0.01%
2,390
+328
903
$34K ﹤0.01%
1,247
904
$34K ﹤0.01%
1,241
-1
905
$34K ﹤0.01%
2,240
906
$34K ﹤0.01%
283
907
$34K ﹤0.01%
664
+242
908
$33K ﹤0.01%
3,140
909
$33K ﹤0.01%
1,000
910
$33K ﹤0.01%
4,959
+628
911
$33K ﹤0.01%
500
912
$33K ﹤0.01%
+430
913
$32K ﹤0.01%
+3,974
914
$32K ﹤0.01%
750
915
$32K ﹤0.01%
1,140
-1,054
916
$32K ﹤0.01%
6,213
-537
917
$32K ﹤0.01%
1,884
918
$32K ﹤0.01%
1,010
+50
919
$31K ﹤0.01%
784
+367
920
$31K ﹤0.01%
1,095
+470
921
$31K ﹤0.01%
380
-1,844
922
$31K ﹤0.01%
350
-375
923
$30K ﹤0.01%
3,100
924
$30K ﹤0.01%
401
+257
925
$30K ﹤0.01%
460
35 36
37
38 39