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
1276
$4K ﹤0.01%
+200
1277
$4K ﹤0.01%
+125
1278
$3K ﹤0.01%
52
1279
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202
1280
$3K ﹤0.01%
250
1281
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62
1282
$3K ﹤0.01%
500
1283
$3K ﹤0.01%
171
1284
$3K ﹤0.01%
+1,000
1285
$3K ﹤0.01%
115
1286
$3K ﹤0.01%
+355
1287
$3K ﹤0.01%
100
1288
$3K ﹤0.01%
50
1289
$3K ﹤0.01%
+30
1290
$3K ﹤0.01%
161
1291
$3K ﹤0.01%
415
1292
$3K ﹤0.01%
300
1293
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1294
$3K ﹤0.01%
1,000
-4,000
1295
$3K ﹤0.01%
102
1296
$3K ﹤0.01%
100
1297
$3K ﹤0.01%
10,000
1298
$3K ﹤0.01%
+300
1299
$3K ﹤0.01%
544
1300
$3K ﹤0.01%
49
50 51
52
53 54