First Manhattan

First Manhattan Portfolio holdings

AUM $38.1B
1-Year Est. Return 20.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.1B
AUM Growth
-$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,525
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$45.5M
3
+$42M
4
LYB icon
LyondellBasell Industries
LYB
+$37.8M
5
OPLN
Openlane
OPLN
+$36.1M

Top Sells

1
+$79.8M
2
+$46.7M
3
+$45.2M
4
YELP icon
Yelp
YELP
+$42M
5
UHAL icon
U-Haul Holding Co
UHAL
+$35.4M

Sector Composition

1 Financials 41.28%
2 Healthcare 11.08%
3 Technology 9.94%
4 Consumer Discretionary 7.4%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$813K 0.01%
49,243
+3
452
$811K 0.01%
8,629
-83
453
$803K 0.01%
+30,390
454
$790K ﹤0.01%
964
455
$785K ﹤0.01%
11,600
456
$781K ﹤0.01%
30,404
+677
457
$767K ﹤0.01%
4,125
458
$767K ﹤0.01%
17,668
-3,192
459
$759K ﹤0.01%
31,971
460
$750K ﹤0.01%
84,563
-10,682
461
$749K ﹤0.01%
188,985
-125,075
462
$746K ﹤0.01%
4,469
-100
463
$742K ﹤0.01%
26,775
464
$740K ﹤0.01%
11,000
465
$730K ﹤0.01%
39,800
466
$723K ﹤0.01%
33,100
+12,900
467
$721K ﹤0.01%
18,145
+3,145
468
$712K ﹤0.01%
41,880
469
$709K ﹤0.01%
16,550
470
$707K ﹤0.01%
20,962
-30,900
471
$703K ﹤0.01%
4,049
472
$695K ﹤0.01%
5,287
473
$690K ﹤0.01%
22,023
474
$690K ﹤0.01%
15,755
-869
475
$681K ﹤0.01%
129,338
17 18
19
20 21