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
351
$1.33M ﹤0.01%
9,874
352
$1.3M ﹤0.01%
12,987
353
$1.3M ﹤0.01%
7,567
-1,500
354
$1.3M ﹤0.01%
34,748
-250
355
$1.29M ﹤0.01%
+5,747
356
$1.29M ﹤0.01%
17,935
-815
357
$1.28M ﹤0.01%
14,380
-2,960
358
$1.28M ﹤0.01%
12,095
+6,619
359
$1.27M ﹤0.01%
77,359
+5,214
360
$1.27M ﹤0.01%
18,489
+96
361
$1.25M ﹤0.01%
48,975
-36
362
$1.25M ﹤0.01%
15,559
+666
363
$1.25M ﹤0.01%
20,625
-2,295
364
$1.24M ﹤0.01%
61,365
365
$1.23M ﹤0.01%
45,159
366
$1.23M ﹤0.01%
20,789
+3,007
367
$1.22M ﹤0.01%
18,516
+1,350
368
$1.21M ﹤0.01%
14,304
369
$1.21M ﹤0.01%
5,156
+293
370
$1.21M ﹤0.01%
50,232
+39,182
371
$1.2M ﹤0.01%
337,773
372
$1.18M ﹤0.01%
45,636
373
$1.18M ﹤0.01%
6,358
+41
374
$1.17M ﹤0.01%
2,033
375
$1.15M ﹤0.01%
13,579
-865
13 14
15
16 17