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
$30.6B
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,769
New
Increased
Reduced
Closed

Top Buys

1
+$99.8M
2
+$71.6M
3
+$65.6M
4
NKE icon
Nike
NKE
+$54.8M
5
AMZN icon
Amazon
AMZN
+$46.7M

Top Sells

1
+$167M
2
+$91M
3
+$87.6M
4
JNJ icon
Johnson & Johnson
JNJ
+$46.6M
5
PYPL icon
PayPal
PYPL
+$45.1M

Sector Composition

1 Financials 44.97%
2 Technology 15.16%
3 Healthcare 10.41%
4 Consumer Discretionary 8.56%
5 Communication Services 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$54K ﹤0.01%
1,320
-30
977
$54K ﹤0.01%
463
978
$54K ﹤0.01%
200
979
$53K ﹤0.01%
280
+63
980
$52K ﹤0.01%
350
-450
981
$52K ﹤0.01%
1,133
982
$52K ﹤0.01%
4,625
983
$52K ﹤0.01%
871
984
$52K ﹤0.01%
2,560
985
$51K ﹤0.01%
1,033
-2,900
986
$51K ﹤0.01%
400
987
$51K ﹤0.01%
424
988
$50K ﹤0.01%
557
-9
989
$50K ﹤0.01%
1,108
-262
990
$49K ﹤0.01%
483
+41
991
$49K ﹤0.01%
285
992
$48K ﹤0.01%
302
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993
$48K ﹤0.01%
2,666
994
$47K ﹤0.01%
210
995
$47K ﹤0.01%
460
996
$47K ﹤0.01%
2,200
997
$47K ﹤0.01%
600
998
$47K ﹤0.01%
+1,000
999
$47K ﹤0.01%
2,945
1000
$47K ﹤0.01%
18,225
38 39
40
41 42