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
$7.06M0.02%510,090 ––
$7.02M0.02%77,557
-2,977
-4%
-$269K
$7.02M0.02%311,226
-46,059
-13%
-$1.04M
$6.95M0.02%41,564
-878
-2%
-$147K
$6.9M0.02%90,969
-1,550
-2%
-$118K
$6.85M0.02%198,689
-11,492
-5%
-$396K
$6.82M0.02%68,614
-5,545
-7%
-$551K
$6.5M0.02%58,045
-39
-0.1%
-$4.37K
$6.42M0.02%63,942
-1,350
-2%
-$136K
$6.41M0.02%287,136
-14,814
-5%
-$331K
$6.39M0.02%159,335
-8,090
-5%
-$324K
$6.28M0.02%11,503
+7,826
+213%
+$4.28M
$6.24M0.02%90,519
-5,619
-6%
-$387K
$6.22M0.02%432,071 ––
$6.14M0.02%245,330
-625
-0.3%
-$15.6K
$6.11M0.02%154,621
-25,272
-14%
-$999K
$6.08M0.02%145,807
+37,593
+35%
+$1.57M
$6.02M0.02%240,956
+2,135
+0.9%
+$53.3K
$6.02M0.02%124,600
-387
-0.3%
-$18.7K
$5.98M0.02%22,013
+650
+3%
+$177K
$5.95M0.02%189,606
+49,171
+35%
+$1.54M
$5.92M0.02%24,252
+10,231
+73%
+$2.5M
$5.85M0.02%96,004
-23,735
-20%
-$1.45M
$5.8M0.02%77,952
-846
-1%
-$63K
$5.7M0.02%49,460
-188
-0.4%
-$21.7K
1 67891029