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
$18B
AUM Growth
+$691M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,506
New
Increased
Reduced
Closed

Top Buys

1
+$162M
2
+$110M
3
+$62.3M
4
UNP icon
Union Pacific
UNP
+$61.7M
5
IAC icon
IAC Inc
IAC
+$40.9M

Top Sells

1
+$116M
2
+$111M
3
+$54.5M
4
ARWR icon
Arrowhead Research
ARWR
+$48.9M
5
AAPL icon
Apple
AAPL
+$32.5M

Sector Composition

1 Financials 40.77%
2 Technology 11.02%
3 Healthcare 10.71%
4 Consumer Discretionary 8.5%
5 Communication Services 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$2K ﹤0.01%
358
1302
$2K ﹤0.01%
281
1303
$1K ﹤0.01%
114
1304
$1K ﹤0.01%
60
1305
$1K ﹤0.01%
178
1306
$1K ﹤0.01%
60
-1
1307
$1K ﹤0.01%
103
-200,000
1308
$1K ﹤0.01%
197
1309
$1K ﹤0.01%
55
1310
$1K ﹤0.01%
57
1311
$1K ﹤0.01%
47
1312
$1K ﹤0.01%
99
1313
$1K ﹤0.01%
103
-200,000
1314
$1K ﹤0.01%
120
1315
$1K ﹤0.01%
127
1316
$1K ﹤0.01%
32
1317
$1K ﹤0.01%
100
-379,304
1318
$1K ﹤0.01%
83
1319
$1K ﹤0.01%
153
1320
$1K ﹤0.01%
18
1321
$1K ﹤0.01%
40
1322
$1K ﹤0.01%
70
1323
$1K ﹤0.01%
400
1324
$1K ﹤0.01%
25
1325
$1K ﹤0.01%
482
51 52
53
54 55