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
1376
$5K ﹤0.01%
25
1377
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2,500
-1,000
1378
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1380
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1381
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1384
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1385
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600
1386
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1387
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3,047
1388
$4K ﹤0.01%
40
1389
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+88
1390
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160
+84
1391
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146
+75
1392
$4K ﹤0.01%
3,200
1393
$4K ﹤0.01%
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1395
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190
1396
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900
1397
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+35
1398
$4K ﹤0.01%
50
1399
$4K ﹤0.01%
142
+136
1400
$4K ﹤0.01%
70
-1
54 55
56
57 58