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
1101
$11K ﹤0.01%
+1,000
1102
$11K ﹤0.01%
3,173
1103
$11K ﹤0.01%
2,825
-6,375
1104
$11K ﹤0.01%
64
1105
$11K ﹤0.01%
330
-56
1106
$11K ﹤0.01%
140
+85
1107
$11K ﹤0.01%
+100
1108
$11K ﹤0.01%
200
1109
$10K ﹤0.01%
100
1110
$10K ﹤0.01%
423
-81
1111
$10K ﹤0.01%
+60
1112
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300
1113
$9K ﹤0.01%
44
1114
$9K ﹤0.01%
250
1115
$9K ﹤0.01%
638
1116
$9K ﹤0.01%
800
1117
$9K ﹤0.01%
+400
1118
$9K ﹤0.01%
219
1119
$9K ﹤0.01%
90
1120
$9K ﹤0.01%
257
1121
$9K ﹤0.01%
+298
1122
$9K ﹤0.01%
825
1123
$9K ﹤0.01%
350
1124
$9K ﹤0.01%
7,020
1125
$9K ﹤0.01%
106
-120
43 44
45
46 47