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
1576
$810 ﹤0.01%
16
-97
1577
$792 ﹤0.01%
36
1578
$770 ﹤0.01%
38
1579
$769 ﹤0.01%
190
1580
$716 ﹤0.01%
18
1581
$715 ﹤0.01%
133
-27
1582
$698 ﹤0.01%
33
1583
$691 ﹤0.01%
9
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$673 ﹤0.01%
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$655 ﹤0.01%
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$620 ﹤0.01%
33
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$558 ﹤0.01%
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2
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+200
1591
$500 ﹤0.01%
1,250
1592
$499 ﹤0.01%
25
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1595
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50
1596
$443 ﹤0.01%
500
1597
$418 ﹤0.01%
49
1598
$407 ﹤0.01%
1,049
-2,374
1599
$402 ﹤0.01%
83
1600
$400 ﹤0.01%
6
-3,375
62 63
64
65 66