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
$27.3B
AUM Growth
+$3.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,843
New
Increased
Reduced
Closed

Top Buys

1
+$1.7B
2
+$111M
3
+$90.4M
4
LOW icon
Lowe's Companies
LOW
+$81.8M
5
ORCL icon
Oracle
ORCL
+$27.2M

Top Sells

1
+$109M
2
+$106M
3
+$72.4M
4
DPZ icon
Domino's
DPZ
+$55.5M
5
AMZN icon
Amazon
AMZN
+$52.9M

Sector Composition

1 Financials 49.2%
2 Technology 13.2%
3 Healthcare 10.72%
4 Consumer Discretionary 7.69%
5 Communication Services 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$12K ﹤0.01%
400
1202
$12K ﹤0.01%
232
1203
$11.8K ﹤0.01%
1,000
1204
$11.8K ﹤0.01%
800
1205
$11.7K ﹤0.01%
475
1206
$11.7K ﹤0.01%
+23
1207
$11.7K ﹤0.01%
452
1208
$11.7K ﹤0.01%
600
1209
$11.5K ﹤0.01%
+115
1210
$11.5K ﹤0.01%
+111
1211
$11.4K ﹤0.01%
422
+5
1212
$11.3K ﹤0.01%
229
-121
1213
$11.3K ﹤0.01%
+1,445
1214
$11.2K ﹤0.01%
+51
1215
$11.1K ﹤0.01%
300
1216
$11.1K ﹤0.01%
2,135
1217
$11K ﹤0.01%
213
1218
$10.9K ﹤0.01%
825
1219
$10.9K ﹤0.01%
33
1220
$10.9K ﹤0.01%
322
-900
1221
$10.8K ﹤0.01%
126
+116
1222
$10.6K ﹤0.01%
+453
1223
$10.6K ﹤0.01%
281
1224
$10.6K ﹤0.01%
79
-27
1225
$10.5K ﹤0.01%
200
-475
47 48
49
50 51