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
926
$50.9K ﹤0.01%
1,697
-338
927
$50.2K ﹤0.01%
1,257
+257
928
$50.1K ﹤0.01%
+1,406
929
$50K ﹤0.01%
653
930
$50K ﹤0.01%
1,810
931
$49.9K ﹤0.01%
+1,207
932
$49.7K ﹤0.01%
1,759
933
$49.7K ﹤0.01%
1,260
-550
934
$49.2K ﹤0.01%
2,945
935
$48.5K ﹤0.01%
400
936
$48.4K ﹤0.01%
1,802
-900
937
$48.4K ﹤0.01%
999
+299
938
$48.4K ﹤0.01%
26,000
939
$48.1K ﹤0.01%
743
+128
940
$48K ﹤0.01%
6,311
-16
941
$48K ﹤0.01%
987
+227
942
$47.8K ﹤0.01%
217
943
$47.6K ﹤0.01%
1,392
-14,116
944
$47.2K ﹤0.01%
29,733
945
$46.8K ﹤0.01%
+2,506
946
$46.5K ﹤0.01%
1,500
947
$46.1K ﹤0.01%
1,150
-2,800
948
$45.5K ﹤0.01%
2,130
+1,100
949
$45.1K ﹤0.01%
262
950
$44.8K ﹤0.01%
115