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
1301
$4K ﹤0.01%
101
-295
1302
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+20
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125
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1305
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1306
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50
1307
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50
-1,375
1308
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50
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1309
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1310
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1312
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1313
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1314
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1315
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2,500
1316
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+192
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1318
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2,000
1319
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712
1320
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1321
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64
+49
1322
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1323
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+67
1324
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51
1325
$3K ﹤0.01%
+136
51 52
53
54 55