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
1051
$24K ﹤0.01%
101
+57
1052
$23.7K ﹤0.01%
286
-430
1053
$23.5K ﹤0.01%
2,120
+1,120
1054
$23.4K ﹤0.01%
659
+559
1055
$23.4K ﹤0.01%
+156
1056
$23.3K ﹤0.01%
+11,662
1057
$23.1K ﹤0.01%
1,109
-37
1058
$23K ﹤0.01%
179
-11
1059
$23K ﹤0.01%
18,225
1060
$23K ﹤0.01%
522
1061
$23K ﹤0.01%
182
+32
1062
$22.9K ﹤0.01%
1,130
1063
$22.9K ﹤0.01%
1,000
1064
$22.8K ﹤0.01%
1,731
1065
$22.8K ﹤0.01%
300
1066
$22.8K ﹤0.01%
1,000
1067
$22.8K ﹤0.01%
310
1068
$22.8K ﹤0.01%
800
-200
1069
$22.7K ﹤0.01%
+377
1070
$22.6K ﹤0.01%
185
+56
1071
$22.5K ﹤0.01%
400
1072
$22.4K ﹤0.01%
+103
1073
$22.4K ﹤0.01%
213
+3
1074
$22.4K ﹤0.01%
500
1075
$21.9K ﹤0.01%
655
41 42
43
44 45