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
$17.3B
AUM Growth
+$1.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,549
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$72.3M
3
+$42.5M
4
SY
So-Young International
SY
+$31M
5
V icon
Visa
V
+$29.2M

Top Sells

1
+$76.1M
2
+$55.9M
3
+$52.1M
4
SCI icon
Service Corp International
SCI
+$45.5M
5
RHI icon
Robert Half
RHI
+$44M

Sector Composition

1 Financials 38.23%
2 Technology 18.11%
3 Healthcare 11.22%
4 Communication Services 8.32%
5 Consumer Discretionary 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.14M 0.02%
23,381
+195
252
$3.11M 0.02%
123,256
-101,707
253
$3.08M 0.02%
76,028
-800
254
$3.08M 0.02%
249,777
-57,500
255
$3.04M 0.02%
118,618
-79,082
256
$3.02M 0.02%
40,489
257
$2.98M 0.02%
48,906
-24,879
258
$2.98M 0.02%
298,703
-32,811
259
$2.95M 0.02%
68,575
260
$2.94M 0.02%
11,861
+1,816
261
$2.94M 0.02%
521,351
-22,530
262
$2.93M 0.02%
55,129
-17,608
263
$2.85M 0.02%
91,324
-19,272
264
$2.84M 0.02%
293,121
+7,500
265
$2.83M 0.02%
98,177
+3,414
266
$2.82M 0.02%
107,115
-5,025
267
$2.82M 0.02%
355,504
+59,606
268
$2.82M 0.02%
404,675
-121,000
269
$2.78M 0.02%
81,737
-10,037
270
$2.76M 0.02%
71,326
-36,159
271
$2.74M 0.02%
46,982
-23,900
272
$2.73M 0.02%
39,290
+35,738
273
$2.71M 0.02%
69,758
-2,200
274
$2.67M 0.02%
68,773
-76,181
275
$2.58M 0.01%
256,254
-15,050
9 10
11
12 13