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
$16.3B
AUM Growth
+$739M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,587
New
Increased
Reduced
Closed

Top Buys

1
+$97.4M
2
+$84.4M
3
+$65M
4
TMO icon
Thermo Fisher Scientific
TMO
+$59.2M
5
YUM icon
Yum! Brands
YUM
+$41.4M

Top Sells

1
+$42.9M
2
+$40.4M
3
+$39.2M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$38M
5
MSFT icon
Microsoft
MSFT
+$31.5M

Sector Composition

1 Financials 34.65%
2 Healthcare 15.07%
3 Industrials 9.48%
4 Technology 7.54%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$5K ﹤0.01%
63
1252
$5K ﹤0.01%
6
1253
$5K ﹤0.01%
2,848
+1,655
1254
$5K ﹤0.01%
254
1255
$5K ﹤0.01%
198
-1,500
1256
$5K ﹤0.01%
300
1257
$5K ﹤0.01%
425
1258
$5K ﹤0.01%
1,534
-99
1259
$5K ﹤0.01%
500
1260
$5K ﹤0.01%
165
-165
1261
$4K ﹤0.01%
619
+77
1262
$4K ﹤0.01%
92
1263
$4K ﹤0.01%
350
1264
$4K ﹤0.01%
39
1265
$4K ﹤0.01%
75
1266
$4K ﹤0.01%
100
1267
$4K ﹤0.01%
200
1268
$4K ﹤0.01%
323
1269
$4K ﹤0.01%
1,250
1270
$4K ﹤0.01%
234
+1
1271
$4K ﹤0.01%
562
1272
$4K ﹤0.01%
75
1273
$4K ﹤0.01%
100
1274
$4K ﹤0.01%
1,149
-100
1275
$4K ﹤0.01%
121
49 50
51
52 53