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
$23.6B
AUM Growth
-$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,747
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$89.5M
3
+$22.4M
4
NKE icon
Nike
NKE
+$19.8M
5
SPGI icon
S&P Global
SPGI
+$17.7M

Top Sells

1
+$52.6M
2
+$45M
3
+$35.4M
4
AMZN icon
Amazon
AMZN
+$33.6M
5
BPMC
Blueprint Medicines
BPMC
+$29.7M

Sector Composition

1 Financials 43.69%
2 Technology 15.09%
3 Healthcare 11.64%
4 Consumer Discretionary 8.73%
5 Communication Services 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$3K ﹤0.01%
31
-4
1377
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20
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65
1379
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200
1380
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1,030
1381
$3K ﹤0.01%
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65
1383
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1384
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1385
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1,400
1386
$3K ﹤0.01%
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43
1389
$3K ﹤0.01%
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1390
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1391
$3K ﹤0.01%
13,100
-12,700
1392
$2K ﹤0.01%
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1393
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340
-70
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1395
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170
1396
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+84
1397
$2K ﹤0.01%
372
+27
1398
$2K ﹤0.01%
41
1399
$2K ﹤0.01%
85
-5
1400
$2K ﹤0.01%
50
54 55
56
57 58