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
$16.3B
AUM Growth
+$739M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,587
New
Increased
Reduced
Closed

Top Buys

1
+$97.4M
2
+$84.4M
3
+$65M
4
TMO icon
Thermo Fisher Scientific
TMO
+$59.2M
5
YUM icon
Yum! Brands
YUM
+$41.4M

Top Sells

1
+$42.9M
2
+$40.4M
3
+$39.2M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$38M
5
MSFT icon
Microsoft
MSFT
+$31.5M

Sector Composition

1 Financials 34.65%
2 Healthcare 15.07%
3 Industrials 9.48%
4 Technology 7.54%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$10K ﹤0.01%
+700
1177
$10K ﹤0.01%
500
1178
$10K ﹤0.01%
300
1179
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144
1180
$9K ﹤0.01%
1,392
1181
$9K ﹤0.01%
122
-1
1182
$9K ﹤0.01%
+690
1183
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312
1184
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1185
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200
1186
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609
1187
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1188
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223
1189
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682
1190
$8K ﹤0.01%
1,832
1191
$8K ﹤0.01%
1,000
1192
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+337
1193
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300
1194
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122
1195
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1196
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550
1197
$8K ﹤0.01%
+500
1198
$8K ﹤0.01%
75
1199
$8K ﹤0.01%
117
-536
1200
$8K ﹤0.01%
304
46 47
48
49 50