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
$17.5B
AUM Growth
+$312M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,580
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$27.6M
3
+$23.4M
4
NWL icon
Newell Brands
NWL
+$16.8M
5
ORLY icon
O'Reilly Automotive
ORLY
+$16.4M

Top Sells

1
+$61.5M
2
+$47M
3
+$25.4M
4
DD
Du Pont De Nemours E I
DD
+$25.4M
5
MSFT icon
Microsoft
MSFT
+$23.6M

Sector Composition

1 Financials 38.18%
2 Healthcare 11.37%
3 Industrials 9.54%
4 Technology 8.79%
5 Consumer Staples 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$25K ﹤0.01%
+730
1077
$25K ﹤0.01%
500
1078
$24K ﹤0.01%
1,355
+555
1079
$24K ﹤0.01%
500
1080
$24K ﹤0.01%
+680
1081
$24K ﹤0.01%
800
1082
$24K ﹤0.01%
700
+400
1083
$24K ﹤0.01%
1,808
1084
$23K ﹤0.01%
1,666
1085
$23K ﹤0.01%
600
1086
$23K ﹤0.01%
585
1087
$23K ﹤0.01%
3,046
1088
$23K ﹤0.01%
1,000
-230
1089
$23K ﹤0.01%
+1,000
1090
$22K ﹤0.01%
+300
1091
$22K ﹤0.01%
100
1092
$22K ﹤0.01%
1,000
1093
$22K ﹤0.01%
500
1094
$22K ﹤0.01%
710
1095
$22K ﹤0.01%
1,600
1096
$22K ﹤0.01%
186
1097
$22K ﹤0.01%
41,025
+75
1098
$21K ﹤0.01%
1,000
-197
1099
$21K ﹤0.01%
749
-1
1100
$21K ﹤0.01%
118
+74
42 43
44
45 46