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
1026
$27.7K ﹤0.01%
3,500
1027
$27.6K ﹤0.01%
6,500
1028
$27.6K ﹤0.01%
610
1029
$27.5K ﹤0.01%
443
-57
1030
$27.5K ﹤0.01%
+127
1031
$27K ﹤0.01%
61
1032
$26.3K ﹤0.01%
74
-1,505
1033
$26.1K ﹤0.01%
1,000
1034
$26.1K ﹤0.01%
447
+107
1035
$26.1K ﹤0.01%
1,448
+28
1036
$26K ﹤0.01%
870
-476
1037
$26K ﹤0.01%
700
1038
$25.9K ﹤0.01%
3,000
1039
$25.6K ﹤0.01%
104
+85
1040
$25.6K ﹤0.01%
+604
1041
$25.5K ﹤0.01%
1,321
-170
1042
$25.5K ﹤0.01%
310
-816
1043
$25.2K ﹤0.01%
800
1044
$25.1K ﹤0.01%
+1,000
1045
$24.9K ﹤0.01%
1,581
+581
1046
$24.9K ﹤0.01%
2,500
1047
$24.5K ﹤0.01%
3,600
1048
$24.2K ﹤0.01%
+216
1049
$24.1K ﹤0.01%
1,513
-1,563
1050
$24.1K ﹤0.01%
500
40 41
42
43 44