First Manhattan

First Manhattan Portfolio holdings

AUM $34.3B
AUM
$34.3B
AUM Growth
+$184M
Cap. Flow
-$227M
Cap. Flow %
-0.66%
Top 10 Hldgs %
59.6%
Holding
718
New
38
Increased
168
Reduced
303
Closed
40

Top Buys

1
$178M
2
$78.4M
3
$59.3M
4
$37.7M
5
$32.6M

Top Sells

1
$438M
2
$198M
3
$111M
4
$53.7M
5
$48.9M

Sector Composition

1Financials48.05%
2Technology18.6%
3Consumer Discretionary7.51%
4Healthcare6.13%
5Communication Services5.99%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$9.75M0.03%33,850
+550
+2%
+$158K
$9.69M0.03%560,343
+60,757
+12%
+$1.05M
$9.64M0.03%72,792
-9,038
-11%
-$1.2M
$9.29M0.03%79,375
-2,537
-3%
-$297K
$9.23M0.03%7,685 New
+$9.23M
$9.2M0.03%144,773
-905
-0.6%
-$57.5K
$9.16M0.03%58,190
-75
-0.1%
-$11.8K
$8.98M0.03%51,078
-2,736
-5%
-$481K
$8.86M0.03%18,308
-364
-2%
-$176K
$8.81M0.03%1,075,055
+600
+0.1%
+$4.92K
$8.7M0.03%102,241
-25,842
-20%
-$2.2M
$8.58M0.03%208,650
-3,378
-2%
-$139K
$8.57M0.03%365,637
+2,100
+0.6%
+$49.2K
$8.35M0.02%75,892
-17,303
-19%
-$1.9M
$8.28M0.02%881,682
-8,135
-0.9%
-$76.4K
$8.05M0.02%134,065 New
+$8.05M
$7.98M0.02%85,133
-18,259
-18%
-$1.71M
$7.65M0.02%74,679
+15
+0%
+$1.54K
$7.56M0.02%104,964
-1,900
-2%
-$137K
$7.49M0.02%51,075
-350
-0.7%
-$51.3K
$7.37M0.02%132,904 ––
$7.25M0.02%350,000 ––
$7.21M0.02%294,466
-10,181
-3%
-$249K
$7.15M0.02%68,541
+66,245
+2,885%
+$6.91M
$7.12M0.02%26,705
+2,383
+10%
+$636K
1 5678929