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
$17.2B
AUM Growth
+$1.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,548
New
Increased
Reduced
Closed

Top Buys

1 +$113M
2 +$85.1M
3 +$55.7M
4
FWONK icon
Liberty Media Series C
FWONK
+$52.5M
5
DHR icon
Danaher
DHR
+$44.2M

Sector Composition

1 Financials 36.73%
2 Healthcare 10.6%
3 Industrials 7.43%
4 Technology 7.06%
5 Energy 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$37M 0.22%
643,284
-557,382
77
$36.9M 0.21%
1,905,925
+77,195
78
$35.7M 0.21%
2,366,003
+54,281
79
$35.6M 0.21%
922,285
-2,080
80
$35.1M 0.2%
298,879
+1,375
81
$34.4M 0.2%
364,166
-748
82
$34.3M 0.2%
265,765
-2,875
83
$33.9M 0.2%
575,483
-600
84
$33.8M 0.2%
392,196
-18,159
85
$32.7M 0.19%
2,038,330
-25,952
86
$31.8M 0.18%
312,623
+1,568
87
$31.5M 0.18%
586,735
-1,020
88
$31.3M 0.18%
591,973
-14,132
89
$31.1M 0.18%
484,758
+3,180
90
$29.7M 0.17%
865,792
-886
91
$29.3M 0.17%
475,084
-6,400
92
$28.9M 0.17%
2,200,227
-484
93
$28.5M 0.17%
353,495
+146,600
94
$28.2M 0.16%
1,222,665
+921,933
95
$27.1M 0.16%
398,266
-22,182
96
$27.1M 0.16%
294,412
+5,297
97
$26.8M 0.16%
300,912
-800
98
$26.5M 0.15%
597,097
-11,133
99
$26.3M 0.15%
1,096,991
-2,149,506
100
$25.6M 0.15%
1,389,153
-4,748