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
426
$791K ﹤0.01%
3,778
+1,125
427
$778K ﹤0.01%
12,417
+1,450
428
$773K ﹤0.01%
46,762
429
$764K ﹤0.01%
3,011
+16
430
$757K ﹤0.01%
+9,983
431
$753K ﹤0.01%
5,270
+175
432
$745K ﹤0.01%
35,627
433
$743K ﹤0.01%
58,625
434
$739K ﹤0.01%
+2,295
435
$726K ﹤0.01%
5,279
+3,892
436
$720K ﹤0.01%
17,219
-104
437
$712K ﹤0.01%
15,586
-997
438
$711K ﹤0.01%
14,075
439
$709K ﹤0.01%
3,169
440
$696K ﹤0.01%
3,066
441
$691K ﹤0.01%
2,201
+755
442
$688K ﹤0.01%
28,271
443
$688K ﹤0.01%
7,500
444
$680K ﹤0.01%
5,180
445
$678K ﹤0.01%
5,807
+2,028
446
$674K ﹤0.01%
6,003
447
$674K ﹤0.01%
147,401
448
$668K ﹤0.01%
4,349
+239
449
$666K ﹤0.01%
34,358
450
$665K ﹤0.01%
525
16 17
18
19 20