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
$30.6B
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,769
New
Increased
Reduced
Closed

Top Buys

1
+$99.8M
2
+$71.6M
3
+$65.6M
4
NKE icon
Nike
NKE
+$54.8M
5
AMZN icon
Amazon
AMZN
+$46.7M

Top Sells

1
+$167M
2
+$91M
3
+$87.6M
4
JNJ icon
Johnson & Johnson
JNJ
+$46.6M
5
PYPL icon
PayPal
PYPL
+$45.1M

Sector Composition

1 Financials 44.97%
2 Technology 15.16%
3 Healthcare 10.41%
4 Consumer Discretionary 8.56%
5 Communication Services 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$1K ﹤0.01%
600
1552
$1K ﹤0.01%
150
-3,700
1553
$1K ﹤0.01%
1,250
1554
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117
1555
$1K ﹤0.01%
500
1556
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600
1557
$1K ﹤0.01%
300
1558
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1,000
1559
$1K ﹤0.01%
1,750
1560
$1K ﹤0.01%
100
1561
$0 ﹤0.01%
6
1562
– –
-16,396
1563
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-500
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0
1565
– –
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$0 ﹤0.01%
70
1567
$0 ﹤0.01%
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1568
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-1,735
1569
$0 ﹤0.01%
25
1570
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-655
1571
– –
-5
1572
$0 ﹤0.01%
11
1573
$0 ﹤0.01%
12
1574
– –
-700
1575
$0 ﹤0.01%
1
-17
61 62
63
64 65