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
$19.4B
AUM Growth
+$2.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,542
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$81.3M
3
+$64.6M
4
KEYS icon
Keysight
KEYS
+$62.7M
5
AZO icon
AutoZone
AZO
+$55.9M

Top Sells

1
+$78.6M
2
+$42.5M
3
+$40.5M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$28.2M
5
WKHS icon
Workhorse Group
WKHS
+$27.5M

Sector Composition

1 Financials 38.9%
2 Technology 17.9%
3 Healthcare 11.08%
4 Communication Services 8.1%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$30K ﹤0.01%
21,626
952
$30K ﹤0.01%
2,714
+27
953
$29K ﹤0.01%
700
954
$29K ﹤0.01%
2,800
955
$29K ﹤0.01%
625
956
$29K ﹤0.01%
800
957
$29K ﹤0.01%
751
958
$29K ﹤0.01%
33
959
$29K ﹤0.01%
724
960
$29K ﹤0.01%
+1,075
961
$28K ﹤0.01%
649
962
$28K ﹤0.01%
10,444
-1,600
963
$28K ﹤0.01%
696
964
$28K ﹤0.01%
1,590
965
$27K ﹤0.01%
4,069
966
$27K ﹤0.01%
637
-8
967
$27K ﹤0.01%
7,590
+44
968
$27K ﹤0.01%
500
969
$27K ﹤0.01%
700
970
$26K ﹤0.01%
2,330
971
$26K ﹤0.01%
316
-380
972
$26K ﹤0.01%
462
973
$26K ﹤0.01%
641
+84
974
$26K ﹤0.01%
422
-242
975
$26K ﹤0.01%
1,250
37 38
39
40 41