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
401
$792K ﹤0.01%
17,257
-739
402
$791K ﹤0.01%
+166,975
403
$790K ﹤0.01%
9,095
-1,655
404
$782K ﹤0.01%
32,151
+11,041
405
$778K ﹤0.01%
3,938
+1
406
$775K ﹤0.01%
24,046
-1,875
407
$767K ﹤0.01%
101,200
-22,900
408
$760K ﹤0.01%
856
409
$758K ﹤0.01%
70,540
+57,440
410
$755K ﹤0.01%
15,878
-3,660
411
$753K ﹤0.01%
18,500
-1,100
412
$751K ﹤0.01%
83,759
+63,959
413
$742K ﹤0.01%
11,200
-15,826
414
$737K ﹤0.01%
+51,540
415
$730K ﹤0.01%
14,800
-140
416
$726K ﹤0.01%
59,620
417
$723K ﹤0.01%
13,835
418
$717K ﹤0.01%
21,716
419
$714K ﹤0.01%
6,687
-3,000
420
$711K ﹤0.01%
10,403
-650
421
$703K ﹤0.01%
18,745
-3,500
422
$700K ﹤0.01%
43,412
-3,318
423
$696K ﹤0.01%
69,445
424
$691K ﹤0.01%
3,424
-1,062
425
$687K ﹤0.01%
87,970
15 16
17
18 19