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
1551
$1.23K ﹤0.01%
43
1552
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20
1553
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+22
1554
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1556
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1557
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1558
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1559
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1560
$1.09K ﹤0.01%
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1561
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1562
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1563
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-18
1564
$1.03K ﹤0.01%
30
-863
1565
$1K ﹤0.01%
+22
1566
$965 ﹤0.01%
500
-1,000
1567
$960 ﹤0.01%
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1568
$929 ﹤0.01%
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1569
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33
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1570
$911 ﹤0.01%
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1571
$902 ﹤0.01%
1,000
1572
$897 ﹤0.01%
14
1573
$847 ﹤0.01%
19
-34
1574
$835 ﹤0.01%
100
1575
$835 ﹤0.01%
35
61 62
63
64 65