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
376
$1.5M ﹤0.01%
72,000
377
$1.49M ﹤0.01%
437,851
+77,000
378
$1.46M ﹤0.01%
6,376
+191
379
$1.45M ﹤0.01%
7,950
+1,600
380
$1.45M ﹤0.01%
83,759
381
$1.44M ﹤0.01%
8,234
-109
382
$1.41M ﹤0.01%
38,081
383
$1.4M ﹤0.01%
18,396
-1,462
384
$1.39M ﹤0.01%
1,129
385
$1.35M ﹤0.01%
23,892
-367
386
$1.35M ﹤0.01%
18,625
+4,625
387
$1.34M ﹤0.01%
5,720
-425
388
$1.31M ﹤0.01%
45,532
389
$1.31M ﹤0.01%
38,863
+500
390
$1.31M ﹤0.01%
13,850
391
$1.29M ﹤0.01%
43,872
-18
392
$1.29M ﹤0.01%
16,953
-750
393
$1.29M ﹤0.01%
14,339
-30
394
$1.28M ﹤0.01%
107,045
395
$1.26M ﹤0.01%
11,932
-88
396
$1.26M ﹤0.01%
8,955
-39
397
$1.25M ﹤0.01%
3,269
-63
398
$1.25M ﹤0.01%
43,120
399
$1.24M ﹤0.01%
15,250
+8,450
400
$1.22M ﹤0.01%
24,564
14 15
16
17 18