First Manhattan

First Manhattan Portfolio holdings

AUM $38.1B
1-Year Est. Return 20.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.59%
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
+$99.1M
2
+$72.5M
3
+$66.6M
4
NKE icon
Nike
NKE
+$57.3M
5
AMZN icon
Amazon
AMZN
+$44.3M

Top Sells

1
+$158M
2
+$85.4M
3
+$83.5M
4
PYPL icon
PayPal
PYPL
+$51.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$44.8M

Sector Composition

1 Financials 44.97%
2 Technology 15.16%
3 Healthcare 10.41%
4 Consumer Discretionary 8.56%
5 Communication Services 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$0 ﹤0.01%
10
+8
1652
– –
-187
1653
$0 ﹤0.01%
+6
1654
$0 ﹤0.01%
6
1655
– –
-16,396
1656
– –
-500
1657
– –
0
1658
– –
-225
1659
$0 ﹤0.01%
70
1660
$0 ﹤0.01%
20
1661
$0 ﹤0.01%
200
1662
– –
-1,735
1663
$0 ﹤0.01%
25
1664
– –
-655
1665
$0 ﹤0.01%
12
1666
– –
-700
1667
$0 ﹤0.01%
1
-17
1668
– –
-500
1669
$0 ﹤0.01%
28
1670
$0 ﹤0.01%
300
1671
– –
-3,200
1672
$0 ﹤0.01%
9
1673
$0 ﹤0.01%
100
1674
$0 ﹤0.01%
25
1675
– –
-23
65 66
67
68 69