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
1151
$8K ﹤0.01%
480
1152
$8K ﹤0.01%
112
1153
$8K ﹤0.01%
1,805
1154
$8K ﹤0.01%
257
-1,580
1155
$8K ﹤0.01%
120
1156
$8K ﹤0.01%
+328
1157
$8K ﹤0.01%
200
1158
$8K ﹤0.01%
+253
1159
$8K ﹤0.01%
426
+176
1160
$8K ﹤0.01%
+1,300
1161
$8K ﹤0.01%
200
1162
$8K ﹤0.01%
+156
1163
$8K ﹤0.01%
153
1164
$8K ﹤0.01%
300
1165
$8K ﹤0.01%
1,089
-272
1166
$8K ﹤0.01%
2,000
1167
$8K ﹤0.01%
+100
1168
$7K ﹤0.01%
+317
1169
$7K ﹤0.01%
1,000
1170
$7K ﹤0.01%
+200
1171
$7K ﹤0.01%
+149
1172
$7K ﹤0.01%
+65
1173
$7K ﹤0.01%
480
-80
1174
$7K ﹤0.01%
50
1175
$7K ﹤0.01%
250
45 46
47
48 49