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
901
$60.4K ﹤0.01%
723
902
$59.9K ﹤0.01%
1,882
+14
903
$59.8K ﹤0.01%
2,640
904
$59.7K ﹤0.01%
1,543
905
$58.3K ﹤0.01%
322
+22
906
$57.2K ﹤0.01%
1,050
907
$57.2K ﹤0.01%
241
+109
908
$56.7K ﹤0.01%
677
-68
909
$56.4K ﹤0.01%
577
+50
910
$56.2K ﹤0.01%
850
-850
911
$55.9K ﹤0.01%
828
-750
912
$55.9K ﹤0.01%
3,250
913
$55.8K ﹤0.01%
994
+244
914
$55.7K ﹤0.01%
236
915
$54.4K ﹤0.01%
3,565
+1,005
916
$53.8K ﹤0.01%
518
+58
917
$53.7K ﹤0.01%
547
-3,635
918
$53.2K ﹤0.01%
600
919
$53.2K ﹤0.01%
1,375
920
$52.5K ﹤0.01%
2,885
+2,085
921
$52.4K ﹤0.01%
4,700
922
$52.3K ﹤0.01%
4,115
923
$52.2K ﹤0.01%
803
924
$51.5K ﹤0.01%
7,000
925
$51.4K ﹤0.01%
1,170
+606
35 36
37
38 39