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
1001
$46K ﹤0.01%
1,000
1002
$46K ﹤0.01%
+720
1003
$46K ﹤0.01%
704
1004
$46K ﹤0.01%
+2,252
1005
$46K ﹤0.01%
+981
1006
$46K ﹤0.01%
434
+129
1007
$45K ﹤0.01%
10,000
-13,000
1008
$45K ﹤0.01%
3,500
1009
$45K ﹤0.01%
4,116
1010
$45K ﹤0.01%
75
-61
1011
$45K ﹤0.01%
775
-75
1012
$44K ﹤0.01%
1,600
1013
$44K ﹤0.01%
455
+130
1014
$44K ﹤0.01%
+4,851
1015
$44K ﹤0.01%
1,200
1016
$43K ﹤0.01%
403
1017
$43K ﹤0.01%
750
1018
$43K ﹤0.01%
127
1019
$43K ﹤0.01%
326
-1
1020
$42K ﹤0.01%
400
1021
$42K ﹤0.01%
460
1022
$41K ﹤0.01%
200
-71
1023
$41K ﹤0.01%
1,100
1024
$41K ﹤0.01%
700
1025
$41K ﹤0.01%
2,513
39 40
41
42 43