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
$30.6B
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,769
New
Increased
Reduced
Closed

Top Buys

1
+$99.8M
2
+$71.6M
3
+$65.6M
4
NKE icon
Nike
NKE
+$54.8M
5
AMZN icon
Amazon
AMZN
+$46.7M

Top Sells

1
+$167M
2
+$91M
3
+$87.6M
4
JNJ icon
Johnson & Johnson
JNJ
+$46.6M
5
PYPL icon
PayPal
PYPL
+$45.1M

Sector Composition

1 Financials 44.97%
2 Technology 15.16%
3 Healthcare 10.41%
4 Consumer Discretionary 8.56%
5 Communication Services 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$15K ﹤0.01%
112
1202
$15K ﹤0.01%
1,346
1203
$15K ﹤0.01%
+1,178
1204
$15K ﹤0.01%
152
+71
1205
$15K ﹤0.01%
3,173
1206
$15K ﹤0.01%
1,462
1207
$15K ﹤0.01%
543
1208
$15K ﹤0.01%
10,000
1209
$14K ﹤0.01%
600
1210
$14K ﹤0.01%
800
-1,000
1211
$14K ﹤0.01%
1,000
1212
$14K ﹤0.01%
825
1213
$14K ﹤0.01%
50
+6
1214
$14K ﹤0.01%
459
1215
$14K ﹤0.01%
150
1216
$13K ﹤0.01%
2,100
1217
$13K ﹤0.01%
356
1218
$13K ﹤0.01%
400
1219
$13K ﹤0.01%
100
1220
$13K ﹤0.01%
480
1221
$13K ﹤0.01%
100
1222
$13K ﹤0.01%
64
1223
$13K ﹤0.01%
186
-234
1224
$13K ﹤0.01%
458
1225
$13K ﹤0.01%
189
+104
47 48
49
50 51