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
$27.1B
AUM Growth
-$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,597
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$103M
3
+$78.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$72.1M
5
KEYS icon
Keysight
KEYS
+$39.7M

Top Sells

1
+$112M
2
+$107M
3
+$65.9M
4
RTX icon
RTX Corp
RTX
+$52.5M
5
ABBV icon
AbbVie
ABBV
+$32.3M

Sector Composition

1 Financials 45.46%
2 Technology 16.42%
3 Healthcare 10.39%
4 Consumer Discretionary 8%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$2.64K ﹤0.01%
350
1277
$2.63K ﹤0.01%
+16
1278
$2.62K ﹤0.01%
26
-18
1279
$2.6K ﹤0.01%
100
1280
$2.58K ﹤0.01%
141
-1,232
1281
$2.58K ﹤0.01%
285
1282
$2.55K ﹤0.01%
715
1283
$2.53K ﹤0.01%
125
1284
$2.53K ﹤0.01%
104
-127
1285
$2.46K ﹤0.01%
500
1286
$2.44K ﹤0.01%
85
-250
1287
$2.39K ﹤0.01%
104
1288
$2.38K ﹤0.01%
235
1289
$2.37K ﹤0.01%
+13
1290
$2.36K ﹤0.01%
+10
1291
$2.28K ﹤0.01%
+105
1292
$2.18K ﹤0.01%
+100
1293
$2.18K ﹤0.01%
20
1294
$2.17K ﹤0.01%
1,610
1295
$2.1K ﹤0.01%
61
+27
1296
$2.06K ﹤0.01%
50
1297
$2.06K ﹤0.01%
3
1298
$2.01K ﹤0.01%
300
1299
$2K ﹤0.01%
10
1300
$1.92K ﹤0.01%
125
+15
50 51
52
53 54