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
401
$1.22M ﹤0.01%
35,520
402
$1.21M ﹤0.01%
22,490
+550
403
$1.21M ﹤0.01%
22,287
404
$1.21M ﹤0.01%
40,755
+13,434
405
$1.21M ﹤0.01%
87,703
-11,742
406
$1.2M ﹤0.01%
40,225
407
$1.2M ﹤0.01%
4,718
-773
408
$1.19M ﹤0.01%
4,674
+909
409
$1.18M ﹤0.01%
82,040
410
$1.17M ﹤0.01%
12,632
+37
411
$1.16M ﹤0.01%
2,960
412
$1.15M ﹤0.01%
4,200
413
$1.11M ﹤0.01%
7,575
-525
414
$1.09M ﹤0.01%
17,039
415
$1.09M ﹤0.01%
8,965
+600
416
$1.08M ﹤0.01%
24,319
+4,868
417
$1.08M ﹤0.01%
12,821
+1,620
418
$1.08M ﹤0.01%
8,043
419
$1.08M ﹤0.01%
2,787
-250
420
$1.06M ﹤0.01%
13,531
-857
421
$1.05M ﹤0.01%
14,663
+13,913
422
$1.01M ﹤0.01%
16,445
+780
423
$987K ﹤0.01%
20,546
424
$981K ﹤0.01%
40,290
425
$980K ﹤0.01%
6,736
-163
15 16
17
18 19