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
351
$1.18M 0.01%
5,934
-108
352
$1.18M 0.01%
20,454
-30
353
$1.18M 0.01%
36,655
354
$1.17M 0.01%
93,325
-13,850
355
$1.16M 0.01%
43,309
-6,367
356
$1.15M 0.01%
7,301
-1,350
357
$1.15M 0.01%
12,306
358
$1.14M 0.01%
1,239
359
$1.14M 0.01%
38,800
360
$1.12M 0.01%
81,541
-2,729,853
361
$1.11M 0.01%
21,907
-2,161
362
$1.1M 0.01%
8,935
363
$1.1M 0.01%
27,890
-12,255
364
$1.1M 0.01%
25,284
+679
365
$1.09M 0.01%
46,658
-695
366
$1.06M 0.01%
88,980
367
$1.06M 0.01%
89,376
-2,100
368
$1.05M 0.01%
62,500
369
$1.04M 0.01%
9,010
370
$1.04M 0.01%
14,626
-464
371
$1.03M 0.01%
19,560
-832,459
372
$1.03M 0.01%
4,392
373
$1.03M 0.01%
43,187
-9,300
374
$1.02M 0.01%
4,669
-350
375
$1.02M 0.01%
38,090
13 14
15
16 17