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
$27.3B
AUM Growth
+$3.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,843
New
Increased
Reduced
Closed

Top Buys

1 +$1.7B
2 +$111M
3 +$90.4M
4
LOW icon
Lowe's Companies
LOW
+$81.8M
5
ORCL icon
Oracle
ORCL
+$27.2M

Top Sells

1 +$109M
2 +$106M
3 +$72.4M
4
DPZ icon
Domino's
DPZ
+$55.5M
5
AMZN icon
Amazon
AMZN
+$52.9M

Sector Composition

1 Financials 49.2%
2 Technology 13.2%
3 Healthcare 10.72%
4 Consumer Discretionary 7.69%
5 Communication Services 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
$4.16K ﹤0.01%
184
+155
1427
$4.15K ﹤0.01%
+128
1428
$4.14K ﹤0.01%
+26
1429
$4.14K ﹤0.01%
71
1430
$4.08K ﹤0.01%
+139
1431
$4.05K ﹤0.01%
+71
1432
$4.04K ﹤0.01%
+194
1433
$4.03K ﹤0.01%
150
-5,163
1434
$3.99K ﹤0.01%
+286
1435
$3.99K ﹤0.01%
+50
1436
$3.96K ﹤0.01%
+147
1437
$3.94K ﹤0.01%
800
-11,750
1438
$3.94K ﹤0.01%
228
1439
$3.93K ﹤0.01%
1,000
-500
1440
$3.93K ﹤0.01%
443
1441
$3.92K ﹤0.01%
190
1442
$3.87K ﹤0.01%
86
1443
$3.87K ﹤0.01%
+712
1444
$3.86K ﹤0.01%
+61
1445
$3.85K ﹤0.01%
+42
1446
$3.77K ﹤0.01%
400
1447
$3.76K ﹤0.01%
+317
1448
$3.7K ﹤0.01%
500
1449
$3.67K ﹤0.01%
450
1450
$3.63K ﹤0.01%
800