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
$17.2B
AUM Growth
+$1.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,548
New
Increased
Reduced
Closed

Top Buys

1 +$113M
2 +$85.1M
3 +$55.7M
4
FWONK icon
Liberty Media Series C
FWONK
+$52.5M
5
DHR icon
Danaher
DHR
+$44.2M

Sector Composition

1 Financials 36.73%
2 Healthcare 10.6%
3 Industrials 7.43%
4 Technology 7.06%
5 Energy 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$25.5M 0.15%
510,170
+1,240
102
$24.9M 0.14%
1,652,386
+57,415
103
$24.3M 0.14%
3,089,719
-3,350
104
$24.2M 0.14%
199,915
-4,200
105
$24M 0.14%
1,637,065
+57,550
106
$23.8M 0.14%
231,207
+1,568
107
$23.8M 0.14%
669,381
-174,142
108
$23.5M 0.14%
511,686
-6,870
109
$21.8M 0.13%
385,958
+271,300
110
$21.4M 0.12%
1,096,428
-47,975
111
$21.4M 0.12%
185,341
+6,391
112
$21M 0.12%
271,629
+140
113
$20.7M 0.12%
594,692
+1,305
114
$20.6M 0.12%
547,798
-1,942
115
$20.2M 0.12%
710,339
-1,560,172
116
$19.3M 0.11%
220,590
-850
117
$18.7M 0.11%
795,859
-7,595
118
$18.7M 0.11%
349,399
-8,709
119
$18.5M 0.11%
485,451
-200
120
$18.3M 0.11%
76,034
+73,534
121
$18.2M 0.11%
413,701
-4,054
122
$17.1M 0.1%
320,452
-415
123
$17M 0.1%
260,943
+5,526
124
$16.8M 0.1%
1,041,844
-8,908
125
$16.5M 0.1%
3,580
-197