First Manhattan

First Manhattan Portfolio holdings

AUM $38.1B
1-Year Est. Return 20.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.52%
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
+$89.1M
2
+$84.7M
3
+$52.5M
4
UNH icon
UnitedHealth
UNH
+$46.7M
5
KEYS icon
Keysight
KEYS
+$36.4M

Top Sells

1
+$103M
2
+$97.3M
3
+$87.5M
4
DNKN
Dunkin' Brands Group, Inc.
DNKN
+$79.5M
5
OPLN
Openlane
OPLN
+$77M

Sector Composition

1 Financials 41.97%
2 Technology 15.69%
3 Healthcare 11.26%
4 Communication Services 6.47%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$11K ﹤0.01%
+210
1102
$11K ﹤0.01%
591
1103
$11K ﹤0.01%
100
1104
$11K ﹤0.01%
+1,257
1105
$11K ﹤0.01%
338
1106
$11K ﹤0.01%
+517
1107
$11K ﹤0.01%
132
+98
1108
$11K ﹤0.01%
412
1109
$11K ﹤0.01%
1,000
1110
$11K ﹤0.01%
1,100
1111
$10K ﹤0.01%
95
1112
$10K ﹤0.01%
2,505
1113
$10K ﹤0.01%
938
+415
1114
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+421
1115
$10K ﹤0.01%
50
-100
1116
$10K ﹤0.01%
276
1117
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158
+60
1118
$10K ﹤0.01%
600
-175,900
1119
$10K ﹤0.01%
342
1120
$10K ﹤0.01%
7,020
1121
$10K ﹤0.01%
338
-22
1122
$10K ﹤0.01%
385
1123
$10K ﹤0.01%
220
-342
1124
$10K ﹤0.01%
+272
1125
$10K ﹤0.01%
460
43 44
45
46 47