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
$19.4B
AUM Growth
+$2.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,542
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$81.3M
3
+$64.6M
4
KEYS icon
Keysight
KEYS
+$62.7M
5
AZO icon
AutoZone
AZO
+$55.9M

Top Sells

1
+$78.6M
2
+$42.5M
3
+$40.5M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$28.2M
5
WKHS icon
Workhorse Group
WKHS
+$27.5M

Sector Composition

1 Financials 38.9%
2 Technology 17.9%
3 Healthcare 11.08%
4 Communication Services 8.1%
5 Consumer Discretionary 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$9K ﹤0.01%
231
1127
$9K ﹤0.01%
1,000
+500
1128
$8K ﹤0.01%
178
-179
1129
$8K ﹤0.01%
780
1130
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1131
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50
1132
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300
1133
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1134
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30
1135
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50
1136
$8K ﹤0.01%
+189
1137
$8K ﹤0.01%
1,000
1138
$8K ﹤0.01%
1,500
1139
$8K ﹤0.01%
1,000
1140
$8K ﹤0.01%
100
-96
1141
$7K ﹤0.01%
+50
1142
$7K ﹤0.01%
+200
1143
$7K ﹤0.01%
180
1144
$7K ﹤0.01%
+50
1145
$7K ﹤0.01%
1,885
1146
$7K ﹤0.01%
525
1147
$7K ﹤0.01%
350
1148
$7K ﹤0.01%
+200
1149
$7K ﹤0.01%
1,933
1150
$7K ﹤0.01%
4,299
-70
44 45
46
47 48