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
$27.1B
AUM Growth
-$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,597
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$103M
3
+$78.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$72.1M
5
KEYS icon
Keysight
KEYS
+$39.7M

Top Sells

1
+$112M
2
+$107M
3
+$65.9M
4
RTX icon
RTX Corp
RTX
+$52.5M
5
ABBV icon
AbbVie
ABBV
+$32.3M

Sector Composition

1 Financials 45.46%
2 Technology 16.42%
3 Healthcare 10.39%
4 Consumer Discretionary 8%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$387 ﹤0.01%
16
1377
$361 ﹤0.01%
7
-1
1378
$361 ﹤0.01%
6
1379
$345 ﹤0.01%
+1
1380
$345 ﹤0.01%
+85
1381
$335 ﹤0.01%
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1382
$311 ﹤0.01%
+8
1383
$300 ﹤0.01%
3
1384
$299 ﹤0.01%
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1385
$297 ﹤0.01%
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1386
$294 ﹤0.01%
1
1387
$294 ﹤0.01%
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$293 ﹤0.01%
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$292 ﹤0.01%
+4
1390
$290 ﹤0.01%
2
1391
$286 ﹤0.01%
+2
1392
$283 ﹤0.01%
+37
1393
$274 ﹤0.01%
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1394
$264 ﹤0.01%
+3
1395
$263 ﹤0.01%
25
1396
$259 ﹤0.01%
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1397
$258 ﹤0.01%
+21
1398
$255 ﹤0.01%
+3
1399
$255 ﹤0.01%
+8
1400
$247 ﹤0.01%
+4
54 55
56
57 58