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
$16.3B
AUM Growth
+$739M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,587
New
Increased
Reduced
Closed

Top Buys

1
+$97.4M
2
+$84.4M
3
+$65M
4
TMO icon
Thermo Fisher Scientific
TMO
+$59.2M
5
YUM icon
Yum! Brands
YUM
+$41.4M

Top Sells

1
+$42.9M
2
+$40.4M
3
+$39.2M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$38M
5
MSFT icon
Microsoft
MSFT
+$31.5M

Sector Composition

1 Financials 34.65%
2 Healthcare 15.07%
3 Industrials 9.48%
4 Technology 7.54%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$1K ﹤0.01%
197
-200
1352
$1K ﹤0.01%
16
1353
$1K ﹤0.01%
40
1354
$1K ﹤0.01%
50
1355
$1K ﹤0.01%
47
1356
$1K ﹤0.01%
+52
1357
$1K ﹤0.01%
150
1358
$1K ﹤0.01%
283
1359
$1K ﹤0.01%
470
1360
$1K ﹤0.01%
4,000
1361
$1K ﹤0.01%
23
1362
$1K ﹤0.01%
18
1363
$1K ﹤0.01%
200
1364
$1K ﹤0.01%
117
1365
$1K ﹤0.01%
41
1366
$1K ﹤0.01%
51
1367
$1K ﹤0.01%
56
-359
1368
$1K ﹤0.01%
+196
1369
$1K ﹤0.01%
115
1370
$1K ﹤0.01%
20
1371
$1K ﹤0.01%
43
-193
1372
$1K ﹤0.01%
20
-2,544
1373
$1K ﹤0.01%
482
1374
$1K ﹤0.01%
+118
1375
$1K ﹤0.01%
76
-177
53 54
55
56 57