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
1226
$12K ﹤0.01%
239
1227
$12K ﹤0.01%
86
1228
$12K ﹤0.01%
1,371
1229
$12K ﹤0.01%
452
1230
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160
1231
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105
+12
1232
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52
1233
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140
1234
$12K ﹤0.01%
232
1235
$12K ﹤0.01%
33
1236
$12K ﹤0.01%
31
1237
$11K ﹤0.01%
80
1238
$11K ﹤0.01%
893
-2,975
1239
$11K ﹤0.01%
1,500
-18,600
1240
$11K ﹤0.01%
780
1241
$11K ﹤0.01%
400
-50
1242
$11K ﹤0.01%
37
1243
$11K ﹤0.01%
300
1244
$11K ﹤0.01%
234
1245
$11K ﹤0.01%
128
+9
1246
$11K ﹤0.01%
200
1247
$11K ﹤0.01%
160
1248
$11K ﹤0.01%
499
1249
$11K ﹤0.01%
429
+3
1250
$11K ﹤0.01%
+140
48 49
50
51 52