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
$27.1B
AUM Growth
-$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,597
New
Increased
Reduced
Closed

Top Buys

1 +$110M
2 +$103M
3 +$78.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$72.1M
5
KEYS icon
Keysight
KEYS
+$39.7M

Top Sells

1 +$112M
2 +$107M
3 +$65.9M
4
RTX icon
RTX Corp
RTX
+$52.5M
5
ABBV icon
AbbVie
ABBV
+$32.3M

Sector Composition

1 Financials 45.46%
2 Technology 16.42%
3 Healthcare 10.39%
4 Consumer Discretionary 8%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$15.8K ﹤0.01%
560
1052
$15.6K ﹤0.01%
1,200
+200
1053
$15.4K ﹤0.01%
163
1054
$15.4K ﹤0.01%
9,000
1055
$15.3K ﹤0.01%
338
1056
$15.1K ﹤0.01%
144
-118
1057
$15.1K ﹤0.01%
+105
1058
$15K ﹤0.01%
+328
1059
$15K ﹤0.01%
281
+138
1060
$14.8K ﹤0.01%
149
-484
1061
$14.7K ﹤0.01%
623
-250
1062
$14.4K ﹤0.01%
1,515
-1,518
1063
$14.4K ﹤0.01%
311
-275
1064
$14.3K ﹤0.01%
400
1065
$14K ﹤0.01%
1,000
1066
$13.8K ﹤0.01%
+750
1067
$13.7K ﹤0.01%
800
1068
$13.6K ﹤0.01%
800
1069
$13.5K ﹤0.01%
825
1070
$13.3K ﹤0.01%
+94
1071
$13.1K ﹤0.01%
3,500
1072
$13.1K ﹤0.01%
1,462
1073
$13K ﹤0.01%
221
-67
1074
$12.9K ﹤0.01%
33
1075
$12.8K ﹤0.01%
282
+232