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
276
$3.42M 0.01%
330,000
+155,000
277
$3.41M 0.01%
26,328
+2,801
278
$3.4M 0.01%
606,250
+160,000
279
$3.37M 0.01%
224,051
+268
280
$3.33M 0.01%
44,478
281
$3.29M 0.01%
30,663
282
$3.26M 0.01%
+35,045
283
$3.2M 0.01%
68,820
-700
284
$3.19M 0.01%
221,195
-2,915
285
$3.18M 0.01%
101,100
286
$3.11M 0.01%
50,832
-453
287
$3.08M 0.01%
36,861
288
$3.05M 0.01%
28,513
-370
289
$3.04M 0.01%
+198,845
290
$3.02M 0.01%
8,915
+2,336
291
$3.01M 0.01%
7,742
-73
292
$3.01M 0.01%
65,439
+650
293
$2.94M 0.01%
50,576
+2,131
294
$2.93M 0.01%
73,315
295
$2.91M 0.01%
18,487
-72
296
$2.91M 0.01%
35,984
-674
297
$2.83M 0.01%
30,760
+13,177
298
$2.82M 0.01%
21,510
-10,600
299
$2.78M 0.01%
57,000
300
$2.77M 0.01%
463,916
-1,500
10 11
12
13 14