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
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,609
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$99M
3
+$86.5M
4
RHI icon
Robert Half
RHI
+$46.7M
5
FDX icon
FedEx
FDX
+$41.7M

Top Sells

1
+$150M
2
+$141M
3
+$130M
4
JAH
JARDEN CORPORATION
JAH
+$130M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$52.7M

Sector Composition

1 Financials 34.94%
2 Healthcare 14.28%
3 Industrials 8.76%
4 Technology 7.85%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$16.8M 0.1%
3,169,284
+447,818
127
$16.7M 0.1%
548,296
-4,960
128
$16.5M 0.1%
+1,043,471
129
$16.3M 0.1%
154,127
-6,705
130
$16.1M 0.1%
279,146
-1,585
131
$16M 0.1%
614,154
+13,542
132
$15.8M 0.1%
998,251
+49,727
133
$15.6M 0.1%
1,771,851
-287,691
134
$15.4M 0.09%
300,390
+165,240
135
$15.2M 0.09%
414,753
+5,008
136
$15.1M 0.09%
571,608
137
$15M 0.09%
329,281
-6,604
138
$14.9M 0.09%
344,277
-6,633
139
$14.8M 0.09%
360,634
-556,358
140
$14.8M 0.09%
259,890
-354
141
$14.7M 0.09%
1,292,301
-7,705
142
$14.6M 0.09%
265,754
-3,649
143
$14.6M 0.09%
147,830
+2,095
144
$14.4M 0.09%
503,340
+7,968
145
$14.3M 0.09%
437,405
-44,144
146
$14.1M 0.09%
+623,396
147
$14.1M 0.09%
460,636
-3,962
148
$14.1M 0.09%
+1,378,200
149
$13.9M 0.09%
1,864,600
-1,200
150
$13.2M 0.08%
371,086
-2,290
4 5
6
7 8