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
$27.3B
AUM Growth
+$3.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,843
New
Increased
Reduced
Closed

Top Buys

1
+$1.7B
2
+$111M
3
+$90.4M
4
LOW icon
Lowe's Companies
LOW
+$81.8M
5
ORCL icon
Oracle
ORCL
+$27.2M

Top Sells

1
+$109M
2
+$106M
3
+$72.4M
4
DPZ icon
Domino's
DPZ
+$55.5M
5
AMZN icon
Amazon
AMZN
+$52.9M

Sector Composition

1 Financials 49.2%
2 Technology 13.2%
3 Healthcare 10.72%
4 Consumer Discretionary 7.69%
5 Communication Services 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$32.2K ﹤0.01%
125
+75
1002
$32.2K ﹤0.01%
550
-28,150
1003
$31.9K ﹤0.01%
200
1004
$31.8K ﹤0.01%
1,600
1005
$31.6K ﹤0.01%
375
1006
$31.2K ﹤0.01%
696
1007
$31.2K ﹤0.01%
650
1008
$30.9K ﹤0.01%
655
1009
$30.9K ﹤0.01%
+3,045
1010
$30.9K ﹤0.01%
704
1011
$30.7K ﹤0.01%
3,033
+94
1012
$30.5K ﹤0.01%
289
1013
$30.3K ﹤0.01%
426
+361
1014
$29.9K ﹤0.01%
1,000
1015
$29.9K ﹤0.01%
+2,000
1016
$29.8K ﹤0.01%
400
1017
$29.5K ﹤0.01%
1,000
1018
$29.4K ﹤0.01%
+279
1019
$29.2K ﹤0.01%
167
1020
$28.8K ﹤0.01%
450
1021
$28.8K ﹤0.01%
154
+34
1022
$28.4K ﹤0.01%
303
+153
1023
$28.2K ﹤0.01%
472
+1
1024
$28.2K ﹤0.01%
1,250
1025
$27.9K ﹤0.01%
+494
39 40
41
42 43