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
1201
$6K ﹤0.01%
250
-200
1202
$5K ﹤0.01%
90
1203
$5K ﹤0.01%
100
-200
1204
$5K ﹤0.01%
106
1205
$5K ﹤0.01%
121
1206
$5K ﹤0.01%
+260
1207
$5K ﹤0.01%
1,234
-400
1208
$5K ﹤0.01%
+118
1209
$5K ﹤0.01%
139
1210
$5K ﹤0.01%
+1,000
1211
$5K ﹤0.01%
+112
1212
$5K ﹤0.01%
+195
1213
$5K ﹤0.01%
100
-275
1214
$5K ﹤0.01%
360
-90
1215
$5K ﹤0.01%
500
1216
$5K ﹤0.01%
180
1217
$5K ﹤0.01%
+201
1218
$5K ﹤0.01%
3,900
1219
$4K ﹤0.01%
600
1220
$4K ﹤0.01%
75
1221
$4K ﹤0.01%
+1,000
1222
$4K ﹤0.01%
350
1223
$4K ﹤0.01%
180
1224
$4K ﹤0.01%
1,933
1225
$4K ﹤0.01%
966
47 48
49
50 51