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
$23.6B
AUM Growth
-$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,747
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$89.5M
3
+$22.4M
4
NKE icon
Nike
NKE
+$19.8M
5
SPGI icon
S&P Global
SPGI
+$17.7M

Top Sells

1
+$52.6M
2
+$45M
3
+$35.4M
4
AMZN icon
Amazon
AMZN
+$33.6M
5
BPMC
Blueprint Medicines
BPMC
+$29.7M

Sector Composition

1 Financials 43.69%
2 Technology 15.09%
3 Healthcare 11.64%
4 Consumer Discretionary 8.73%
5 Communication Services 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$40K ﹤0.01%
190
952
$40K ﹤0.01%
400
953
$40K ﹤0.01%
700
954
$40K ﹤0.01%
460
955
$39K ﹤0.01%
1,475
956
$38K ﹤0.01%
615
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957
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525
958
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+1,000
959
$38K ﹤0.01%
3,100
960
$38K ﹤0.01%
6,327
-7,981
961
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964
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968
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972
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973
$35K ﹤0.01%
500
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$34K ﹤0.01%
210
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39
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