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
426
$686K ﹤0.01%
4,190
+530
427
$685K ﹤0.01%
1,904
-62
428
$683K ﹤0.01%
2,355
+25
429
$648K ﹤0.01%
17,340
-134
430
$643K ﹤0.01%
97,395
-3,245
431
$640K ﹤0.01%
6,986
+317
432
$637K ﹤0.01%
6,402
-4,548
433
$632K ﹤0.01%
49,000
+7,000
434
$629K ﹤0.01%
88,310
-10,051
435
$626K ﹤0.01%
11,420
+380
436
$619K ﹤0.01%
40,290
437
$616K ﹤0.01%
+27,765
438
$612K ﹤0.01%
3,600
439
$606K ﹤0.01%
8,833
440
$592K ﹤0.01%
43,725
441
$589K ﹤0.01%
11,000
442
$588K ﹤0.01%
107,738
443
$586K ﹤0.01%
2,978
-377
444
$585K ﹤0.01%
3,915
-555
445
$577K ﹤0.01%
3,400
446
$572K ﹤0.01%
+46,500
447
$565K ﹤0.01%
25,875
-351
448
$563K ﹤0.01%
62,900
449
$563K ﹤0.01%
35,628
450
$561K ﹤0.01%
3,400
16 17
18
19 20