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
1626
$114 ﹤0.01%
2
1627
$111 ﹤0.01%
41
-42
1628
$109 ﹤0.01%
2
-1
1629
$109 ﹤0.01%
94
1630
$105 ﹤0.01%
3
1631
$89 ﹤0.01%
2
1632
$82 ﹤0.01%
40
-41,750
1633
$65 ﹤0.01%
6
1634
$65 ﹤0.01%
40
1635
$62 ﹤0.01%
4
1636
$57 ﹤0.01%
5
1637
$55 ﹤0.01%
4
-1,644
1638
$54 ﹤0.01%
11
1639
$54 ﹤0.01%
2
-1
1640
$52 ﹤0.01%
232
1641
$47 ﹤0.01%
25
1642
$47 ﹤0.01%
1
-461
1643
$43 ﹤0.01%
1
-3
1644
$38 ﹤0.01%
3
1645
$35 ﹤0.01%
2
1646
$28 ﹤0.01%
1
1647
$26 ﹤0.01%
100
1648
$26 ﹤0.01%
11
1649
$25 ﹤0.01%
1
1650
– –
0
64 65
66
67 68