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
1526
$1.69K ﹤0.01%
333
1527
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170
1528
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300
1529
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1530
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32
+6
1531
$1.63K ﹤0.01%
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1532
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50
1533
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1534
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-100
1535
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1536
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1538
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1539
$1.41K ﹤0.01%
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1540
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1541
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1542
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1543
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1544
$1.31K ﹤0.01%
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1545
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1546
$1.29K ﹤0.01%
138
-12
1547
$1.28K ﹤0.01%
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1548
$1.26K ﹤0.01%
18
1549
$1.24K ﹤0.01%
+8
1550
$1.23K ﹤0.01%
54
60 61
62
63 64