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
$15.4B
AUM Growth
-$4.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,530
New
Increased
Reduced
Closed

Top Buys

1
+$76.2M
2
+$48.6M
3
+$46.7M
4
UNH icon
UnitedHealth
UNH
+$42.4M
5
KEYS icon
Keysight
KEYS
+$32M

Top Sells

1
+$103M
2
+$97.7M
3
+$73.6M
4
DNKN
Dunkin' Brands Group, Inc.
DNKN
+$60.9M
5
GDDY icon
GoDaddy
GDDY
+$54.4M

Sector Composition

1 Financials 41.97%
2 Technology 15.69%
3 Healthcare 11.26%
4 Communication Services 6.44%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$13K ﹤0.01%
750
-200
1077
$13K ﹤0.01%
1,346
1078
$12K ﹤0.01%
+97
1079
$12K ﹤0.01%
300
1080
$12K ﹤0.01%
+370
1081
$12K ﹤0.01%
1,554
1082
$12K ﹤0.01%
84
1083
$12K ﹤0.01%
466
+357
1084
$12K ﹤0.01%
2,449
+2,291
1085
$12K ﹤0.01%
33
1086
$12K ﹤0.01%
+340
1087
$12K ﹤0.01%
720
1088
$12K ﹤0.01%
300
1089
$12K ﹤0.01%
10,000
1090
$12K ﹤0.01%
+410
1091
$12K ﹤0.01%
416
-3,538
1092
$12K ﹤0.01%
129
1093
$12K ﹤0.01%
312
1094
$11K ﹤0.01%
2,330
1095
$11K ﹤0.01%
356
1096
$11K ﹤0.01%
+487
1097
$11K ﹤0.01%
2,646
-266
1098
$11K ﹤0.01%
+1,000
1099
$11K ﹤0.01%
219
1100
$11K ﹤0.01%
+172
42 43
44
45 46