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
$16.3B
AUM Growth
+$739M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,587
New
Increased
Reduced
Closed

Top Buys

1
+$97.4M
2
+$84.4M
3
+$65M
4
TMO icon
Thermo Fisher Scientific
TMO
+$59.2M
5
YUM icon
Yum! Brands
YUM
+$41.4M

Top Sells

1
+$42.9M
2
+$40.4M
3
+$39.2M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$38M
5
MSFT icon
Microsoft
MSFT
+$31.5M

Sector Composition

1 Financials 34.65%
2 Healthcare 15.07%
3 Industrials 9.48%
4 Technology 7.54%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$13K ﹤0.01%
150
1127
$13K ﹤0.01%
1,000
1128
$13K ﹤0.01%
275
1129
$13K ﹤0.01%
1,078
-157
1130
$13K ﹤0.01%
1,000
1131
$13K ﹤0.01%
+162
1132
$13K ﹤0.01%
1,681
+1,600
1133
$13K ﹤0.01%
1,446
1134
$13K ﹤0.01%
500
1135
$13K ﹤0.01%
1,000
1136
$13K ﹤0.01%
2,000
1137
$13K ﹤0.01%
888
1138
$13K ﹤0.01%
824
+2
1139
$13K ﹤0.01%
1,205
1140
$12K ﹤0.01%
78
1141
$12K ﹤0.01%
384
1142
$12K ﹤0.01%
1,601
+37
1143
$12K ﹤0.01%
+316
1144
$12K ﹤0.01%
918
1145
$12K ﹤0.01%
186
1146
$12K ﹤0.01%
300
+100
1147
$11K ﹤0.01%
516
1148
$11K ﹤0.01%
151
1149
$11K ﹤0.01%
700
1150
$11K ﹤0.01%
7,000
44 45
46
47 48