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
$30.6B
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,769
New
Increased
Reduced
Closed

Top Buys

1
+$99.8M
2
+$71.6M
3
+$65.6M
4
NKE icon
Nike
NKE
+$54.8M
5
AMZN icon
Amazon
AMZN
+$46.7M

Top Sells

1
+$167M
2
+$91M
3
+$87.6M
4
JNJ icon
Johnson & Johnson
JNJ
+$46.6M
5
PYPL icon
PayPal
PYPL
+$45.1M

Sector Composition

1 Financials 44.97%
2 Technology 15.16%
3 Healthcare 10.41%
4 Consumer Discretionary 8.56%
5 Communication Services 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$7K ﹤0.01%
229
+1
1327
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+65
1328
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197
+172
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1330
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86
1331
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189
1332
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+100
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300
1334
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850
1336
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1337
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571
1339
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131
1340
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315
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1341
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1345
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1346
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1347
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-1,000
1348
$6K ﹤0.01%
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1349
$6K ﹤0.01%
113
1350
$6K ﹤0.01%
88
-70
52 53
54
55 56