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
$34.1B
AUM Growth
+$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
723
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$76.3M
3
+$56.1M
4
NVDA icon
NVIDIA
NVDA
+$46.5M
5
AMAT icon
Applied Materials
AMAT
+$41.2M

Top Sells

1
+$73.5M
2
+$55.6M
3
+$44.6M
4
AAPL icon
Apple
AAPL
+$35.8M
5
MIR icon
Mirion Technologies
MIR
+$27.7M

Sector Composition

1 Financials 44.82%
2 Technology 21.62%
3 Consumer Discretionary 7.18%
4 Communication Services 6.65%
5 Healthcare 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.56M ﹤0.01%
+11,837
327
$1.55M ﹤0.01%
1,463
-684
328
$1.55M ﹤0.01%
44,711
-1,200
329
$1.55M ﹤0.01%
4,705
-870
330
$1.54M ﹤0.01%
7,940
-4,695
331
$1.53M ﹤0.01%
18,918
-1,382
332
$1.53M ﹤0.01%
1,490
+67
333
$1.53M ﹤0.01%
5,937
334
$1.52M ﹤0.01%
144,266
-43,220
335
$1.52M ﹤0.01%
46,528
-51,217
336
$1.52M ﹤0.01%
4,200
337
$1.52M ﹤0.01%
44,436
-1,082
338
$1.5M ﹤0.01%
64,148
-232
339
$1.5M ﹤0.01%
21,532
-9,070
340
$1.44M ﹤0.01%
62,050
+5,000
341
$1.42M ﹤0.01%
62,345
-884
342
$1.42M ﹤0.01%
16,550
-735
343
$1.41M ﹤0.01%
6,983
-439
344
$1.39M ﹤0.01%
34,752
+12,461
345
$1.38M ﹤0.01%
2,938
+40
346
$1.37M ﹤0.01%
4,488
+1,344
347
$1.36M ﹤0.01%
61,675
+41,175
348
$1.35M ﹤0.01%
3,301
+967
349
$1.34M ﹤0.01%
56,457
+16,956
350
$1.34M ﹤0.01%
66,599
+37,599
12 13
14
15 16