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
$27.4B
AUM Growth
+$4.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,694
New
Increased
Reduced
Closed

Top Buys

1
+$1.86B
2
+$237M
3
+$172M
4
META icon
Meta Platforms (Facebook)
META
+$128M
5
TMO icon
Thermo Fisher Scientific
TMO
+$45.6M

Top Sells

1
+$182M
2
+$56.5M
3
+$47.1M
4
CHTR icon
Charter Communications
CHTR
+$34.2M
5
STAY
Extended Stay America, Inc. Paired Share Unit
STAY
+$28.1M

Sector Composition

1 Financials 41.9%
2 Technology 15.81%
3 Healthcare 10.24%
4 Consumer Discretionary 8.99%
5 Communication Services 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.4M 0.01%
6,195
+201
377
$1.39M 0.01%
72,000
+10,200
378
$1.36M 0.01%
96,486
-6,677
379
$1.36M 0.01%
14,669
+51
380
$1.35M ﹤0.01%
20,062
381
$1.35M ﹤0.01%
5,571
-3,496
382
$1.34M ﹤0.01%
1,129
383
$1.33M ﹤0.01%
99,445
-19,154
384
$1.33M ﹤0.01%
4,700
-5,995
385
$1.33M ﹤0.01%
73,974
+2,000
386
$1.32M ﹤0.01%
11,600
387
$1.32M ﹤0.01%
10,561
+41
388
$1.3M ﹤0.01%
22,154
+4,918
389
$1.29M ﹤0.01%
16,050
-400
390
$1.29M ﹤0.01%
17,893
-247
391
$1.28M ﹤0.01%
6,220
+14
392
$1.27M ﹤0.01%
45,532
393
$1.26M ﹤0.01%
17,000
394
$1.24M ﹤0.01%
8,100
-4,855
395
$1.23M ﹤0.01%
43,120
396
$1.23M ﹤0.01%
25,371
397
$1.22M ﹤0.01%
2,200
398
$1.22M ﹤0.01%
5,006
-70
399
$1.22M ﹤0.01%
3,213
+1
400
$1.21M ﹤0.01%
12,595
-500
14 15
16
17 18