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
1151
$15K ﹤0.01%
783
1152
$15K ﹤0.01%
101
1153
$14K ﹤0.01%
+233
1154
$14K ﹤0.01%
415
1155
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150
1156
$14K ﹤0.01%
1,000
1157
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187
+125
1158
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+307
1159
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300
1160
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+354
1161
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+200
1162
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10,000
1163
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2,000
1164
$14K ﹤0.01%
+400
1165
$13K ﹤0.01%
+1,250
1166
$13K ﹤0.01%
289
1167
$13K ﹤0.01%
+77
1168
$13K ﹤0.01%
332
1169
$13K ﹤0.01%
+250
1170
$13K ﹤0.01%
+290
1171
$13K ﹤0.01%
125
1172
$13K ﹤0.01%
153
+51
1173
$13K ﹤0.01%
300
1174
$13K ﹤0.01%
+600
1175
$13K ﹤0.01%
677
45 46
47
48 49