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
1176
$7K ﹤0.01%
+55
1177
$7K ﹤0.01%
+311
1178
$7K ﹤0.01%
350
1179
$7K ﹤0.01%
+80
1180
$7K ﹤0.01%
50
-4,939
1181
$7K ﹤0.01%
4,424
-4,272
1182
$7K ﹤0.01%
2,000
1183
$7K ﹤0.01%
+50
1184
$7K ﹤0.01%
16,250
1185
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1,000
1186
$6K ﹤0.01%
+300
1187
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180
1188
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262
1189
$6K ﹤0.01%
300
1190
$6K ﹤0.01%
+657
1191
$6K ﹤0.01%
825
+525
1192
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+90
1193
$6K ﹤0.01%
1,885
1194
$6K ﹤0.01%
250
1195
$6K ﹤0.01%
525
1196
$6K ﹤0.01%
500
-600
1197
$6K ﹤0.01%
3,187
1198
$6K ﹤0.01%
+30
1199
$6K ﹤0.01%
183
+91
1200
$6K ﹤0.01%
525
46 47
48
49 50