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
376
$1.01M 0.01%
14,404
-1,412
377
$1.01M 0.01%
134,535
378
$1M 0.01%
5,225
379
$995K 0.01%
46,037
-37,850
380
$991K 0.01%
15,988
-1,307
381
$977K 0.01%
110,017
-436
382
$973K 0.01%
43,470
383
$970K 0.01%
32,804
-3,668
384
$966K 0.01%
15,984
-559
385
$961K 0.01%
18,556
386
$955K 0.01%
16,861
+16
387
$947K 0.01%
18,140
388
$937K 0.01%
+55,446
389
$934K 0.01%
33,840
+5,700
390
$923K 0.01%
45,532
391
$913K 0.01%
17,925
-64
392
$901K 0.01%
11,600
393
$893K 0.01%
7,976
394
$881K 0.01%
38,363
-100
395
$865K 0.01%
90,000
396
$863K 0.01%
16,450
397
$849K ﹤0.01%
26,001
+3,527
398
$829K ﹤0.01%
28,065
399
$822K ﹤0.01%
78,850
+32,613
400
$811K ﹤0.01%
14,850
-10,000
14 15
16
17 18