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
276
$2.57M 0.01%
194,535
+16,500
277
$2.47M 0.01%
42,770
-41,180
278
$2.45M 0.01%
380,805
-6,005
279
$2.45M 0.01%
71,900
-200
280
$2.43M 0.01%
87,003
-200
281
$2.43M 0.01%
102,269
-8,592
282
$2.43M 0.01%
76,664
-2,100
283
$2.36M 0.01%
38,575
-4,875
284
$2.34M 0.01%
24,164
-200
285
$2.33M 0.01%
247,280
-6,434
286
$2.32M 0.01%
59,878
-13,662
287
$2.25M 0.01%
167,597
+8,774
288
$2.23M 0.01%
93,770
-470,900
289
$2.2M 0.01%
80,656
-5,100
290
$2.13M 0.01%
5,850
-175
291
$2.1M 0.01%
200,199
-2,550
292
$2.1M 0.01%
105,827
293
$2.07M 0.01%
30,639
-4,353
294
$2.07M 0.01%
191,127
-27,900
295
$2.04M 0.01%
102,732
296
$2.01M 0.01%
92,941
297
$2M 0.01%
155,964
-117,800
298
$2M 0.01%
4,093
-244
299
$2M 0.01%
29,224
-4,586
300
$1.99M 0.01%
26,126
-350
10 11
12
13 14