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
$18.3B
AUM Growth
+$788M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,598
New
Increased
Reduced
Closed

Top Buys

1
+$62.3M
2
+$59.8M
3
+$53.8M
4
ORCL icon
Oracle
ORCL
+$43.7M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$30.7M

Top Sells

1
+$102M
2
+$51.1M
3
+$47.3M
4
GE icon
GE Aerospace
GE
+$31.5M
5
KHC icon
Kraft Heinz
KHC
+$27.4M

Sector Composition

1 Financials 39.19%
2 Healthcare 10.79%
3 Technology 9.39%
4 Industrials 9.36%
5 Communication Services 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$22K ﹤0.01%
2,500
1127
$22K ﹤0.01%
100
1128
$22K ﹤0.01%
+780
1129
$22K ﹤0.01%
4,475
1130
$22K ﹤0.01%
1,000
1131
$21K ﹤0.01%
680
1132
$21K ﹤0.01%
487
+198
1133
$21K ﹤0.01%
350
1134
$21K ﹤0.01%
6
1135
$21K ﹤0.01%
3,397
+351
1136
$20K ﹤0.01%
+440
1137
$20K ﹤0.01%
516
1138
$20K ﹤0.01%
648
1139
$20K ﹤0.01%
1,000
1140
$20K ﹤0.01%
1,067
1141
$20K ﹤0.01%
600
1142
$20K ﹤0.01%
2,500
1143
$20K ﹤0.01%
1,250
1144
$20K ﹤0.01%
1,131
-1,125
1145
$20K ﹤0.01%
232
+218
1146
$19K ﹤0.01%
175
1147
$19K ﹤0.01%
685
1148
$19K ﹤0.01%
300
1149
$19K ﹤0.01%
375
+307
1150
$19K ﹤0.01%
333
44 45
46
47 48