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
$17.5B
AUM Growth
+$312M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,580
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$27.6M
3
+$23.4M
4
NWL icon
Newell Brands
NWL
+$16.8M
5
ORLY icon
O'Reilly Automotive
ORLY
+$16.4M

Top Sells

1
+$61.5M
2
+$47M
3
+$25.4M
4
DD
Du Pont De Nemours E I
DD
+$25.4M
5
MSFT icon
Microsoft
MSFT
+$23.6M

Sector Composition

1 Financials 38.18%
2 Healthcare 11.37%
3 Industrials 9.54%
4 Technology 8.79%
5 Consumer Staples 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$8K ﹤0.01%
115
1227
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207
1228
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1229
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75
1230
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75
1231
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+205
1232
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178
+129
1233
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137
+100
1234
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260
+149
1235
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750
1236
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+120
1237
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100
1238
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195
-1,500
1239
$7K ﹤0.01%
40
1240
$7K ﹤0.01%
+1,500
1241
$7K ﹤0.01%
525
1242
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+155
1243
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52
1244
$7K ﹤0.01%
508
1245
$7K ﹤0.01%
1,700
1246
$7K ﹤0.01%
+176
1247
$7K ﹤0.01%
+1,500
1248
$7K ﹤0.01%
400
1249
$6K ﹤0.01%
100
1250
$6K ﹤0.01%
60
48 49
50
51 52