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
401
$957K ﹤0.01%
27,790
402
$947K ﹤0.01%
46,149
403
$943K ﹤0.01%
6,550
404
$939K ﹤0.01%
57,624
405
$934K ﹤0.01%
7,733
+278
406
$933K ﹤0.01%
10,057
-32
407
$910K ﹤0.01%
20,446
+2,946
408
$910K ﹤0.01%
26,675
409
$908K ﹤0.01%
69,797
410
$902K ﹤0.01%
12,507
411
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4,698
-53
412
$877K ﹤0.01%
7,280
413
$863K ﹤0.01%
92,045
414
$856K ﹤0.01%
15,815
415
$855K ﹤0.01%
+8,029
416
$849K ﹤0.01%
6,380
417
$847K ﹤0.01%
+10,770
418
$843K ﹤0.01%
35,165
+26,790
419
$826K ﹤0.01%
11,756
+2,370
420
$822K ﹤0.01%
9,731
+3,707
421
$817K ﹤0.01%
+35,500
422
$814K ﹤0.01%
11,230
423
$814K ﹤0.01%
29,389
-21,828
424
$808K ﹤0.01%
+3,879
425
$792K ﹤0.01%
7,477
-120
15 16
17
18 19