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
1276
$5K ﹤0.01%
350
1277
$5K ﹤0.01%
3,681
1278
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5,000
1279
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150
1280
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52
-45
1281
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+400
1282
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200
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750
1284
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1285
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127
1286
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132
+100
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358
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39
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74
1290
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18
1291
$5K ﹤0.01%
33
1292
$4K ﹤0.01%
350
1293
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+200
1294
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66
1295
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1296
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1297
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250
1298
$4K ﹤0.01%
132
1299
$4K ﹤0.01%
77
-46
1300
$4K ﹤0.01%
1,250
50 51
52
53 54