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
426
$970K ﹤0.01%
5,763
427
$970K ﹤0.01%
+89,653
428
$954K ﹤0.01%
75,540
-186,960
429
$954K ﹤0.01%
62,032
430
$948K ﹤0.01%
36,625
431
$942K ﹤0.01%
1,452
432
$939K ﹤0.01%
12,000
433
$913K ﹤0.01%
10,000
-17,000
434
$901K ﹤0.01%
1,427
435
$896K ﹤0.01%
21,779
-5,035
436
$894K ﹤0.01%
7,300
-90
437
$893K ﹤0.01%
976
+11
438
$893K ﹤0.01%
3,509
439
$888K ﹤0.01%
12,000
-2,075
440
$883K ﹤0.01%
37,000
+33,000
441
$876K ﹤0.01%
15,896
+2,080
442
$875K ﹤0.01%
15,950
+12,550
443
$875K ﹤0.01%
41,149
444
$874K ﹤0.01%
3,445
+2,770
445
$868K ﹤0.01%
8,082
+561
446
$847K ﹤0.01%
3,662
+89
447
$840K ﹤0.01%
7,297
+3,868
448
$837K ﹤0.01%
18,000
449
$837K ﹤0.01%
5,144
+1,398
450
$834K ﹤0.01%
16,295
+1,000
16 17
18
19 20