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
$27.1B
AUM Growth
-$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,597
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$103M
3
+$78.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$72.1M
5
KEYS icon
Keysight
KEYS
+$39.7M

Top Sells

1
+$112M
2
+$107M
3
+$65.9M
4
RTX icon
RTX Corp
RTX
+$52.5M
5
ABBV icon
AbbVie
ABBV
+$32.3M

Sector Composition

1 Financials 45.46%
2 Technology 16.42%
3 Healthcare 10.39%
4 Consumer Discretionary 8%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$35.5K ﹤0.01%
3,550
927
$35.3K ﹤0.01%
+1,393
928
$35.2K ﹤0.01%
13,226
929
$34.8K ﹤0.01%
+1,066
930
$34.1K ﹤0.01%
1,887
-121
931
$34.1K ﹤0.01%
237
+91
932
$33.3K ﹤0.01%
+586
933
$33.1K ﹤0.01%
600
-150
934
$33K ﹤0.01%
400
935
$33K ﹤0.01%
450
936
$33K ﹤0.01%
500
937
$32.9K ﹤0.01%
72
+23
938
$32.7K ﹤0.01%
950
-658
939
$32.6K ﹤0.01%
310
940
$32.3K ﹤0.01%
502
-1,056
941
$32K ﹤0.01%
472
+1
942
$31.4K ﹤0.01%
3,000
-250
943
$31.3K ﹤0.01%
5,964
944
$31.3K ﹤0.01%
1,011
-310
945
$31.2K ﹤0.01%
440
946
$31K ﹤0.01%
11,662
947
$30.9K ﹤0.01%
1,000
948
$30.1K ﹤0.01%
250
949
$30.1K ﹤0.01%
247
+135
950
$30.1K ﹤0.01%
150
-50
36 37
38
39 40