First Manhattan

First Manhattan Portfolio holdings

AUM $38.1B
1-Year Est. Return 20.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.3B
AUM Growth
+$788M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,598
New
Increased
Reduced
Closed

Top Buys

1
+$59M
2
+$58.6M
3
+$55.5M
4
ORCL icon
Oracle
ORCL
+$45.4M
5
CRTO icon
Criteo
CRTO
+$34.5M

Top Sells

1
+$87.8M
2
+$47.4M
3
+$46.4M
4
GE icon
GE Aerospace
GE
+$36M
5
KHC icon
Kraft Heinz
KHC
+$27.6M

Sector Composition

1 Financials 39.19%
2 Healthcare 10.79%
3 Industrials 9.44%
4 Technology 9.39%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$4K ﹤0.01%
50
1327
$4K ﹤0.01%
+203
1328
$4K ﹤0.01%
+30
1329
$4K ﹤0.01%
68
1330
$4K ﹤0.01%
204
1331
$4K ﹤0.01%
350
1332
$4K ﹤0.01%
133
+83
1333
$4K ﹤0.01%
147
1334
$4K ﹤0.01%
41
+39
1335
$4K ﹤0.01%
5,000
-3,000
1336
$4K ﹤0.01%
200
1337
$3K ﹤0.01%
62
1338
$3K ﹤0.01%
+53
1339
$3K ﹤0.01%
67
1340
$3K ﹤0.01%
28
1341
$3K ﹤0.01%
336
1342
$3K ﹤0.01%
158
1343
$3K ﹤0.01%
45
1344
$3K ﹤0.01%
100
1345
$3K ﹤0.01%
300
1346
$3K ﹤0.01%
+47
1347
$3K ﹤0.01%
+54
1348
$3K ﹤0.01%
120
1349
$3K ﹤0.01%
80
1350
$3K ﹤0.01%
99
-43
52 53
54
55 56