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
$19.4B
AUM Growth
+$2.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,542
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$81.3M
3
+$64.6M
4
KEYS icon
Keysight
KEYS
+$62.7M
5
AZO icon
AutoZone
AZO
+$55.9M

Top Sells

1
+$78.6M
2
+$42.5M
3
+$40.5M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$28.2M
5
WKHS icon
Workhorse Group
WKHS
+$27.5M

Sector Composition

1 Financials 38.9%
2 Technology 17.9%
3 Healthcare 11.08%
4 Communication Services 8.1%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$13K ﹤0.01%
1,000
1077
$13K ﹤0.01%
+600
1078
$13K ﹤0.01%
400
1079
$13K ﹤0.01%
236
1080
$13K ﹤0.01%
2,405
1081
$13K ﹤0.01%
153
1082
$13K ﹤0.01%
+1,200
1083
$12K ﹤0.01%
350
1084
$12K ﹤0.01%
850
+750
1085
$12K ﹤0.01%
112
1086
$12K ﹤0.01%
1,804
-85
1087
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+220
1088
$12K ﹤0.01%
499
1089
$12K ﹤0.01%
1,300
+452
1090
$12K ﹤0.01%
4,649
+1,462
1091
$12K ﹤0.01%
1,159
-66
1092
$12K ﹤0.01%
1,600
-800
1093
$12K ﹤0.01%
780
1094
$12K ﹤0.01%
385
1095
$12K ﹤0.01%
160
+46
1096
$12K ﹤0.01%
250
1097
$12K ﹤0.01%
861
-105
1098
$12K ﹤0.01%
+400
1099
$11K ﹤0.01%
232
-996
1100
$11K ﹤0.01%
100
-188
42 43
44
45 46