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
$23.6B
AUM Growth
-$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,747
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$89.5M
3
+$22.4M
4
NKE icon
Nike
NKE
+$19.8M
5
SPGI icon
S&P Global
SPGI
+$17.7M

Top Sells

1
+$52.6M
2
+$45M
3
+$35.4M
4
AMZN icon
Amazon
AMZN
+$33.6M
5
BPMC
Blueprint Medicines
BPMC
+$29.7M

Sector Composition

1 Financials 43.69%
2 Technology 15.09%
3 Healthcare 11.64%
4 Consumer Discretionary 8.73%
5 Communication Services 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$13K ﹤0.01%
106
1152
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227
1153
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+300
1154
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150
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1,000
1157
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1159
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291
-44
1160
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1161
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2,327
+55
1162
$12K ﹤0.01%
1,700
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1163
$12K ﹤0.01%
1,055
1164
$12K ﹤0.01%
142
1165
$12K ﹤0.01%
151
1166
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370
1167
$11K ﹤0.01%
402
1168
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1169
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1170
$11K ﹤0.01%
4,500
1171
$11K ﹤0.01%
78
1172
$11K ﹤0.01%
1,177
-1
1173
$11K ﹤0.01%
140
1174
$11K ﹤0.01%
6,000
-6,000
1175
$11K ﹤0.01%
1,000
45 46
47
48 49