First Manhattan

First Manhattan Portfolio holdings

AUM $35.4B
1-Year Est. Return 24.51%
This Quarter Est. Return
1 Year Est. Return
+24.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.4B
AUM Growth
-$4.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,530
New
Increased
Reduced
Closed

Top Buys

1 +$76.2M
2 +$48.6M
3 +$46.7M
4
UNH icon
UnitedHealth
UNH
+$42.4M
5
KEYS icon
Keysight
KEYS
+$32M

Top Sells

1 +$103M
2 +$97.7M
3 +$73.6M
4
DNKN
Dunkin' Brands Group, Inc.
DNKN
+$60.9M
5
GDDY icon
GoDaddy
GDDY
+$54.4M

Sector Composition

1 Financials 41.97%
2 Technology 15.69%
3 Healthcare 11.26%
4 Communication Services 6.44%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1501
$0 ﹤0.01%
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1502
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1503
$0 ﹤0.01%
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1504
$0 ﹤0.01%
37
-24
1505
$0 ﹤0.01%
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1506
$0 ﹤0.01%
232
1507
$0 ﹤0.01%
10
1508
$0 ﹤0.01%
+100
1509
$0 ﹤0.01%
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1510
$0 ﹤0.01%
+100