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
326
$1.65M 0.01%
17,211
+16,630
327
$1.64M 0.01%
925
328
$1.62M 0.01%
30,950
-644
329
$1.62M 0.01%
39,650
-7,910
330
$1.59M 0.01%
10,645
331
$1.59M 0.01%
133,688
-593
332
$1.57M 0.01%
44,759
-1,561
333
$1.55M 0.01%
19,414
+9,642
334
$1.53M 0.01%
19,140
-43,520
335
$1.49M 0.01%
12,685
+4,501
336
$1.43M 0.01%
41,400
-8,000
337
$1.42M 0.01%
10,959
+200
338
$1.39M 0.01%
54,198
-19,450
339
$1.37M 0.01%
10,028
+430
340
$1.36M 0.01%
19,755
-200
341
$1.35M 0.01%
39,751
+38,550
342
$1.34M 0.01%
67,862
+48
343
$1.34M 0.01%
52,866
-2,500
344
$1.32M 0.01%
27,443
-1,500
345
$1.31M 0.01%
18,625
346
$1.24M 0.01%
7,065
-18
347
$1.22M 0.01%
14,851
+12,361
348
$1.21M 0.01%
6,432
-139
349
$1.21M 0.01%
22,633
-2,345
350
$1.2M 0.01%
3,600
12 13
14
15 16