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
$20.9B
AUM Growth
+$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,486
New
Increased
Reduced
Closed

Top Buys

1
+$96.4M
2
+$75.9M
3
+$42.8M
4
BABA icon
Alibaba
BABA
+$42.4M
5
ORLY icon
O'Reilly Automotive
ORLY
+$39.4M

Top Sells

1
+$349M
2
+$88.9M
3
+$49M
4
AAPL icon
Apple
AAPL
+$49M
5
MDLZ icon
Mondelez International
MDLZ
+$46.9M

Sector Composition

1 Financials 38.56%
2 Technology 18.12%
3 Healthcare 11.93%
4 Communication Services 9.51%
5 Consumer Discretionary 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$23K ﹤0.01%
274
-135
1027
$23K ﹤0.01%
1,000
1028
$23K ﹤0.01%
2,548
-20,368
1029
$23K ﹤0.01%
853
1030
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472
+375
1031
$22K ﹤0.01%
900
1032
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200
1033
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1,600
1034
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152
-20
1035
$22K ﹤0.01%
361
1036
$22K ﹤0.01%
3,204
1037
$21K ﹤0.01%
731
1038
$21K ﹤0.01%
84
1039
$21K ﹤0.01%
800
-1,000
1040
$21K ﹤0.01%
740
1041
$21K ﹤0.01%
1,400
1042
$21K ﹤0.01%
275
1043
$21K ﹤0.01%
1,000
1044
$21K ﹤0.01%
2,482
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1045
$21K ﹤0.01%
1,800
-1,000
1046
$21K ﹤0.01%
+250
1047
$21K ﹤0.01%
350
-160
1048
$20K ﹤0.01%
375
1049
$20K ﹤0.01%
225
1050
$20K ﹤0.01%
750
40 41
42
43 44