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
301
$1.99M 0.01%
12,700
+223
302
$1.98M 0.01%
35,200
303
$1.94M 0.01%
+21,470
304
$1.94M 0.01%
26,459
305
$1.93M 0.01%
39,669
306
$1.93M 0.01%
89,895
-1,778
307
$1.93M 0.01%
18,760
308
$1.92M 0.01%
44,467
309
$1.92M 0.01%
13,154
+3,600
310
$1.89M 0.01%
32,791
+18
311
$1.88M 0.01%
86,915
312
$1.88M 0.01%
78,580
+50,580
313
$1.88M 0.01%
+576
314
$1.88M 0.01%
18,038
315
$1.87M 0.01%
4,828
+100
316
$1.82M 0.01%
103,412
-2,500
317
$1.79M 0.01%
42,585
-400
318
$1.79M 0.01%
12,814
319
$1.78M 0.01%
10,479
+4,889
320
$1.74M 0.01%
88,535
-2,500
321
$1.73M 0.01%
31,722
-218,815
322
$1.71M 0.01%
205,632
323
$1.71M 0.01%
23,280
+493
324
$1.66M 0.01%
108,500
-110,710
325
$1.66M 0.01%
174,440
-49,680
11 12
13
14 15