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
$16.3B
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,609
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$99M
3
+$86.5M
4
RHI icon
Robert Half
RHI
+$46.7M
5
FDX icon
FedEx
FDX
+$41.7M

Top Sells

1
+$150M
2
+$141M
3
+$130M
4
JAH
JARDEN CORPORATION
JAH
+$130M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$52.7M

Sector Composition

1 Financials 34.94%
2 Healthcare 14.28%
3 Industrials 8.76%
4 Technology 7.85%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$12.9M 0.08%
208,541
+37,936
152
$12.9M 0.08%
509,667
-156,561
153
$12.7M 0.08%
1,853
+410
154
$12.3M 0.08%
899,046
-38,955
155
$12M 0.07%
656,244
-209,825
156
$12M 0.07%
225,148
-16,364
157
$11.7M 0.07%
+108,833
158
$11.6M 0.07%
1,630,552
-14,851
159
$11.4M 0.07%
434,188
-7,513
160
$11.1M 0.07%
178,727
+2,518
161
$11.1M 0.07%
132,812
-1,125
162
$10.9M 0.07%
278,170
+80,850
163
$10.9M 0.07%
197,074
-5,386
164
$10.8M 0.07%
942,167
+402,359
165
$10.4M 0.06%
265,587
-8,652
166
$10.4M 0.06%
263,610
+3,000
167
$10.3M 0.06%
144,334
-1,459
168
$10.2M 0.06%
31,342
169
$10M 0.06%
152,240
-2,975
170
$9.99M 0.06%
309,910
+227,550
171
$9.97M 0.06%
166,283
-1,125
172
$9.8M 0.06%
124,498
-5
173
$9.77M 0.06%
401,361
-4,692
174
$9.72M 0.06%
114,609
-608
175
$9.59M 0.06%
7,384
-56
5 6
7
8 9