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
$23.6B
AUM Growth
-$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,747
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$89.5M
3
+$22.4M
4
NKE icon
Nike
NKE
+$19.8M
5
SPGI icon
S&P Global
SPGI
+$17.7M

Top Sells

1
+$52.6M
2
+$45M
3
+$35.4M
4
AMZN icon
Amazon
AMZN
+$33.6M
5
BPMC
Blueprint Medicines
BPMC
+$29.7M

Sector Composition

1 Financials 43.69%
2 Technology 15.09%
3 Healthcare 11.64%
4 Consumer Discretionary 8.73%
5 Communication Services 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$8K ﹤0.01%
255
1227
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1,000
1228
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55
1229
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102
+46
1230
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269
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600
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480
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-2
1234
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+281
1236
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6,950
1237
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746
1238
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1239
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499
1240
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+400
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300
1247
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1,014
1248
$7K ﹤0.01%
400
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1249
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632
1250
$7K ﹤0.01%
180
48 49
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51 52