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
$17.2B
AUM Growth
+$1.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,548
New
Increased
Reduced
Closed

Top Buys

1 +$113M
2 +$85.1M
3 +$55.7M
4
FWONK icon
Liberty Media Series C
FWONK
+$52.5M
5
DHR icon
Danaher
DHR
+$44.2M

Sector Composition

1 Financials 36.73%
2 Healthcare 10.6%
3 Industrials 7.43%
4 Technology 7.06%
5 Energy 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$12.2M 0.07%
657,426
-286,880
152
$12.1M 0.07%
1,730,219
-5,700
153
$12M 0.07%
739,294
+27,209
154
$11.9M 0.07%
304,083
-1,100
155
$11.6M 0.07%
372,700
+100,000
156
$11.5M 0.07%
285,200
-300
157
$11.2M 0.07%
136,951
-426
158
$10.9M 0.06%
128,853
-2,800
159
$10.9M 0.06%
325,006
-2,450
160
$10.6M 0.06%
178,573
-843
161
$10.5M 0.06%
186,367
+1,186
162
$10.2M 0.06%
198,284
-3,300
163
$10.2M 0.06%
174,289
+24,800
164
$9.96M 0.06%
244,463
-10,205
165
$9.92M 0.06%
218,553
-12,200
166
$9.65M 0.06%
186,411
167
$9.63M 0.06%
215,878
-2,000
168
$9.59M 0.06%
243,794
-150
169
$9.49M 0.06%
48,172
-10,830
170
$9.36M 0.05%
137,602
-8,938
171
$9.29M 0.05%
136,228
+652
172
$9.26M 0.05%
142,751
-400
173
$9.19M 0.05%
142,534
-56,775
174
$9.09M 0.05%
386,277
-243
175
$9.05M 0.05%
60,250
+47,454