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
$30.6B
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,769
New
Increased
Reduced
Closed

Top Buys

1
+$99.8M
2
+$71.6M
3
+$65.6M
4
NKE icon
Nike
NKE
+$54.8M
5
AMZN icon
Amazon
AMZN
+$46.7M

Top Sells

1
+$167M
2
+$91M
3
+$87.6M
4
JNJ icon
Johnson & Johnson
JNJ
+$46.6M
5
PYPL icon
PayPal
PYPL
+$45.1M

Sector Composition

1 Financials 44.97%
2 Technology 15.16%
3 Healthcare 10.41%
4 Consumer Discretionary 8.56%
5 Communication Services 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$26K ﹤0.01%
715
1102
$26K ﹤0.01%
1,150
1103
$26K ﹤0.01%
553
1104
$26K ﹤0.01%
+706
1105
$26K ﹤0.01%
2,050
1106
$25K ﹤0.01%
120
1107
$25K ﹤0.01%
1,000
1108
$25K ﹤0.01%
166
1109
$24K ﹤0.01%
1,130
1110
$24K ﹤0.01%
146
1111
$24K ﹤0.01%
101
-214
1112
$24K ﹤0.01%
152
1113
$23K ﹤0.01%
750
1114
$23K ﹤0.01%
350
-260
1115
$23K ﹤0.01%
312
1116
$23K ﹤0.01%
400
1117
$23K ﹤0.01%
600
1118
$23K ﹤0.01%
731
1119
$23K ﹤0.01%
1,800
1120
$23K ﹤0.01%
310
1121
$22K ﹤0.01%
9,229
+2,050
1122
$22K ﹤0.01%
958
1123
$22K ﹤0.01%
625
1124
$22K ﹤0.01%
400
1125
$22K ﹤0.01%
591
43 44
45
46 47