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
451
$558K ﹤0.01%
5,282
-3
452
$558K ﹤0.01%
33,760
-1,561
453
$551K ﹤0.01%
3,885
+3,035
454
$550K ﹤0.01%
15,000
455
$550K ﹤0.01%
3,695
456
$542K ﹤0.01%
4,526
-40
457
$539K ﹤0.01%
8,075
-3,325
458
$538K ﹤0.01%
165,275
+147,550
459
$535K ﹤0.01%
18,558
-3,729
460
$533K ﹤0.01%
7,500
-50
461
$530K ﹤0.01%
53,240
-5,000
462
$529K ﹤0.01%
22,459
+512
463
$525K ﹤0.01%
30,236
464
$525K ﹤0.01%
55,059
-195,000
465
$524K ﹤0.01%
16,028
-172
466
$524K ﹤0.01%
7,290
-173
467
$524K ﹤0.01%
205,700
+98,300
468
$522K ﹤0.01%
6,972
469
$522K ﹤0.01%
2,425
470
$520K ﹤0.01%
3,155
471
$515K ﹤0.01%
15,000
-2,500
472
$509K ﹤0.01%
20,546
473
$504K ﹤0.01%
6,740
474
$501K ﹤0.01%
144,475
-205,525
475
$494K ﹤0.01%
27,500
+200
17 18
19
20 21