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
$15.4B
AUM Growth
-$4.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,530
New
Increased
Reduced
Closed

Top Buys

1
+$76.2M
2
+$48.6M
3
+$46.7M
4
UNH icon
UnitedHealth
UNH
+$42.4M
5
KEYS icon
Keysight
KEYS
+$32M

Top Sells

1
+$103M
2
+$97.7M
3
+$73.6M
4
DNKN
Dunkin' Brands Group, Inc.
DNKN
+$60.9M
5
GDDY icon
GoDaddy
GDDY
+$54.4M

Sector Composition

1 Financials 41.97%
2 Technology 15.69%
3 Healthcare 11.26%
4 Communication Services 6.44%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$10K ﹤0.01%
600
-175,900
1127
$10K ﹤0.01%
342
1128
$9K ﹤0.01%
200
1129
$9K ﹤0.01%
800
1130
$9K ﹤0.01%
350
-350
1131
$9K ﹤0.01%
1,025
-260
1132
$9K ﹤0.01%
+1,077
1133
$9K ﹤0.01%
+398
1134
$9K ﹤0.01%
511
+26
1135
$9K ﹤0.01%
499
-65,950
1136
$9K ﹤0.01%
3,173
1137
$9K ﹤0.01%
167
1138
$9K ﹤0.01%
64
1139
$9K ﹤0.01%
105
1140
$9K ﹤0.01%
84
+61
1141
$9K ﹤0.01%
504
1142
$9K ﹤0.01%
333
1143
$9K ﹤0.01%
+638
1144
$9K ﹤0.01%
367
1145
$8K ﹤0.01%
1,600
1146
$8K ﹤0.01%
100
1147
$8K ﹤0.01%
675
1148
$8K ﹤0.01%
100
1149
$8K ﹤0.01%
33
+32
1150
$8K ﹤0.01%
780
44 45
46
47 48