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
1051
$35K ﹤0.01%
7,500
-951,932
1052
$34K ﹤0.01%
1,079
-4,321
1053
$34K ﹤0.01%
450
1054
$34K ﹤0.01%
1,554
+68
1055
$34K ﹤0.01%
6,150
1056
$34K ﹤0.01%
1,182
-4,734
1057
$34K ﹤0.01%
2,318
1058
$33K ﹤0.01%
2,135
+2,100
1059
$33K ﹤0.01%
510
1060
$33K ﹤0.01%
1,600
1061
$33K ﹤0.01%
155
+120
1062
$33K ﹤0.01%
316
1063
$33K ﹤0.01%
616
+241
1064
$32K ﹤0.01%
500
1065
$32K ﹤0.01%
200
-200
1066
$32K ﹤0.01%
604
+54
1067
$32K ﹤0.01%
132
1068
$32K ﹤0.01%
729
1069
$31K ﹤0.01%
580
+30
1070
$31K ﹤0.01%
440
-12
1071
$31K ﹤0.01%
382
1072
$31K ﹤0.01%
400
1073
$31K ﹤0.01%
254
1074
$31K ﹤0.01%
167
1075
$31K ﹤0.01%
624
41 42
43
44 45