First Manhattan

First Manhattan Portfolio holdings

AUM $35.4B
1-Year Est. Return 24.51%
This Quarter Est. Return
1 Year Est. Return
+24.51%
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

Top Sells

1
+$64M
2
+$60.5M
3
+$59.3M
4
FWONA icon
Liberty Media Series A
FWONA
+$51.6M
5
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$50.1M

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
1
$3.51B 20.44%
16,988
-19
2
$552M 3.21%
34,986,506
-426,413
3
$347M 2.02%
2,512,950
+37,876
4
$345M 2%
4,329,564
-154,748
5
$319M 1.86%
6,882,362
+16,504
6
$318M 1.85%
6,138,470
-42,030
7
$296M 1.72%
2,670,492
-7,399
8
$290M 1.68%
2,717,386
+83,950
9
$282M 1.64%
7,552,261
+1,494,997
10
$280M 1.63%
5,174,438
+783,421
11
$257M 1.49%
3,787,278
+181,017
12
$227M 1.32%
2,962,819
-18,872
13
$209M 1.22%
3,144,246
-22,269
14
$191M 1.11%
2,148,172
+29,163
15
$188M 1.09%
7,463,684
+116,204
16
$178M 1.04%
4,651,430
+170,369
17
$175M 1.02%
962,713
-10,802
18
$167M 0.97%
3,275,434
+865,387
19
$164M 0.95%
1,536,549
+28,533
20
$159M 0.92%
2,062,598
+420,418
21
$145M 0.84%
5,393,024
-160,070
22
$144M 0.84%
1,719,167
-80,543
23
$140M 0.81%
3,648,308
-52,600
24
$133M 0.77%
6,227,502
-414,032
25
$129M 0.75%
1,476,986
-18,602
1
2 3 4 5