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
376
$1.15M ﹤0.01%
20,054
+6,845
377
$1.15M ﹤0.01%
20,330
+1,340
378
$1.15M ﹤0.01%
+15,200
379
$1.12M ﹤0.01%
+10,322
380
$1.11M ﹤0.01%
19,436
-901
381
$1.1M ﹤0.01%
8,418
382
$1.1M ﹤0.01%
7,750
-190
383
$1.07M ﹤0.01%
14,016
-176
384
$1.07M ﹤0.01%
5,984
+1,110
385
$1.06M ﹤0.01%
42,452
+19,512
386
$1.06M ﹤0.01%
3,753
-160
387
$1.06M ﹤0.01%
60,000
388
$1.05M ﹤0.01%
12,800
-3,900
389
$1.02M ﹤0.01%
+66,775
390
$1.01M ﹤0.01%
5,512
391
$1M ﹤0.01%
1,580
+15
392
$997K ﹤0.01%
41,576
393
$994K ﹤0.01%
6,052
+1,773
394
$990K ﹤0.01%
+20,489
395
$988K ﹤0.01%
102,395
396
$984K ﹤0.01%
2,572
397
$983K ﹤0.01%
5,404
+140
398
$959K ﹤0.01%
7,742
+976
399
$959K ﹤0.01%
38,469
-7,500
400
$957K ﹤0.01%
2,384
+18
14 15
16
17 18