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
$30.6B
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,769
New
Increased
Reduced
Closed

Top Buys

1
+$99.1M
2
+$72.5M
3
+$66.6M
4
NKE icon
Nike
NKE
+$57.3M
5
AMZN icon
Amazon
AMZN
+$44.3M

Top Sells

1
+$158M
2
+$85.4M
3
+$83.5M
4
PYPL icon
PayPal
PYPL
+$51.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$44.8M

Sector Composition

1 Financials 44.97%
2 Technology 15.16%
3 Healthcare 10.41%
4 Consumer Discretionary 8.56%
5 Communication Services 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$83K ﹤0.01%
1,387
902
$83K ﹤0.01%
2,063
903
$82K ﹤0.01%
1,700
904
$82K ﹤0.01%
1,150
-390
905
$82K ﹤0.01%
+3,700
906
$81K ﹤0.01%
26,000
+18,000
907
$81K ﹤0.01%
+4,566
908
$81K ﹤0.01%
+1,475
909
$80K ﹤0.01%
3,350
-1,065
910
$80K ﹤0.01%
1,350
911
$78K ﹤0.01%
722
+81
912
$77K ﹤0.01%
1,881
913
$77K ﹤0.01%
350
-350
914
$77K ﹤0.01%
25,000
915
$76K ﹤0.01%
937
+412
916
$76K ﹤0.01%
+3,317
917
$76K ﹤0.01%
600
918
$76K ﹤0.01%
1,515
919
$75K ﹤0.01%
2,205
+1,605
920
$75K ﹤0.01%
952
921
$75K ﹤0.01%
3,366
922
$74K ﹤0.01%
2,039
+1,139
923
$74K ﹤0.01%
1,943
-585
924
$73K ﹤0.01%
2,500
925
$73K ﹤0.01%
610
-300
35 36
37
38 39