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
351
$1.82M 0.01%
25,859
352
$1.8M 0.01%
16,142
+1
353
$1.79M 0.01%
39,350
+17,575
354
$1.78M 0.01%
81,680
355
$1.73M 0.01%
5,387
+87
356
$1.73M 0.01%
18,000
-125
357
$1.72M 0.01%
21,197
-3,925
358
$1.72M 0.01%
12,527
+1,000
359
$1.67M 0.01%
4,165
360
$1.65M 0.01%
34,864
-1,042
361
$1.64M 0.01%
74,812
362
$1.63M 0.01%
28,625
-227
363
$1.62M 0.01%
9,095
-100
364
$1.61M 0.01%
54,175
365
$1.6M 0.01%
34,565
-3,200
366
$1.6M 0.01%
85,289
+10,050
367
$1.59M 0.01%
9,267
-38
368
$1.53M 0.01%
38,950
369
$1.53M 0.01%
20,745
+6,145
370
$1.52M 0.01%
864
-31
371
$1.52M 0.01%
6,439
-500
372
$1.52M 0.01%
12,750
-4,250
373
$1.51M 0.01%
2,235
+35
374
$1.51M 0.01%
29,500
375
$1.5M 0.01%
14,339
-4,536
13 14
15
16 17