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
$30.3B
AUM Growth
+$3.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,772
New
Increased
Reduced
Closed

Top Buys

1
+$266M
2
+$37.8M
3
+$33.9M
4
AMZN icon
Amazon
AMZN
+$24.6M
5
PDD icon
Pinduoduo
PDD
+$23.2M

Top Sells

1
+$57.2M
2
+$21.4M
3
+$18.9M
4
CAR icon
Avis
CAR
+$15.6M
5
MSFT icon
Microsoft
MSFT
+$14.6M

Sector Composition

1 Financials 41.24%
2 Technology 17.02%
3 Healthcare 11.08%
4 Consumer Discretionary 8.98%
5 Communication Services 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.24M 0.01%
74,575
+18
252
$4.23M 0.01%
11,997
+54
253
$4.22M 0.01%
27,110
-4,300
254
$4.2M 0.01%
28,551
-3,101
255
$4.19M 0.01%
18,268
-700
256
$4.17M 0.01%
86,379
+144
257
$4.16M 0.01%
13,851
-1,644
258
$4.14M 0.01%
93,037
-734
259
$4.12M 0.01%
70,317
+15,100
260
$4.11M 0.01%
188,109
-24,500
261
$4.1M 0.01%
114,262
-300
262
$4.05M 0.01%
88,840
+8,000
263
$3.97M 0.01%
152,721
-20
264
$3.94M 0.01%
20,919
+8,405
265
$3.74M 0.01%
242,444
+44,357
266
$3.7M 0.01%
157,211
-3,700
267
$3.63M 0.01%
151,238
-15,500
268
$3.63M 0.01%
165,247
-150
269
$3.57M 0.01%
220,804
+1,750
270
$3.56M 0.01%
58,821
-3,509
271
$3.56M 0.01%
23,156
+19,400
272
$3.53M 0.01%
1,123,695
+517,350
273
$3.52M 0.01%
71,162
+8,905
274
$3.46M 0.01%
30,237
+2,166
275
$3.43M 0.01%
56,500
+1,425
9 10
11
12 13