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
$17.5B
AUM Growth
+$312M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,580
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$27.6M
3
+$23.4M
4
NWL icon
Newell Brands
NWL
+$16.8M
5
ORLY icon
O'Reilly Automotive
ORLY
+$16.4M

Top Sells

1
+$61.5M
2
+$47M
3
+$25.4M
4
DD
Du Pont De Nemours E I
DD
+$25.4M
5
MSFT icon
Microsoft
MSFT
+$23.6M

Sector Composition

1 Financials 38.18%
2 Healthcare 11.37%
3 Industrials 9.54%
4 Technology 8.79%
5 Consumer Staples 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$18K ﹤0.01%
563
1127
$18K ﹤0.01%
838
+1
1128
$17K ﹤0.01%
1,000
1129
$17K ﹤0.01%
175
1130
$17K ﹤0.01%
648
1131
$17K ﹤0.01%
700
1132
$17K ﹤0.01%
556
1133
$17K ﹤0.01%
+6
1134
$17K ﹤0.01%
150
1135
$16K ﹤0.01%
1,000
1136
$16K ﹤0.01%
147
+50
1137
$16K ﹤0.01%
1,868
+40
1138
$16K ﹤0.01%
293
1139
$16K ﹤0.01%
3,173
1140
$16K ﹤0.01%
150
1141
$16K ﹤0.01%
300
1142
$16K ﹤0.01%
618
1143
$16K ﹤0.01%
1,623
1144
$16K ﹤0.01%
1,000
-2,000
1145
$15K ﹤0.01%
3,100
1146
$15K ﹤0.01%
1,200
1147
$15K ﹤0.01%
968
-1,049
1148
$15K ﹤0.01%
146
1149
$15K ﹤0.01%
+300
1150
$15K ﹤0.01%
338
44 45
46
47 48