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
1026
$40K ﹤0.01%
2,413
+1,139
1027
$40K ﹤0.01%
1,100
1028
$40K ﹤0.01%
696
-300
1029
$40K ﹤0.01%
375
1030
$40K ﹤0.01%
724
1031
$40K ﹤0.01%
2,500
1032
$40K ﹤0.01%
+973
1033
$40K ﹤0.01%
2,000
1034
$39K ﹤0.01%
+4,432
1035
$39K ﹤0.01%
+2,000
1036
$39K ﹤0.01%
1,325
1037
$38K ﹤0.01%
252
+100
1038
$38K ﹤0.01%
561
1039
$38K ﹤0.01%
486
1040
$37K ﹤0.01%
1,000
1041
$37K ﹤0.01%
721
+202
1042
$37K ﹤0.01%
3,100
1043
$36K ﹤0.01%
1,185
1044
$36K ﹤0.01%
2,548
1045
$36K ﹤0.01%
+1,300
1046
$36K ﹤0.01%
1,731
1047
$36K ﹤0.01%
1,250
1048
$35K ﹤0.01%
1,402
+1,140
1049
$35K ﹤0.01%
400
1050
$35K ﹤0.01%
700
-34
40 41
42
43 44