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
451
$829K ﹤0.01%
32,640
452
$829K ﹤0.01%
6,116
-102
453
$829K ﹤0.01%
3,627
+27
454
$821K ﹤0.01%
5,150
455
$820K ﹤0.01%
25,491
456
$819K ﹤0.01%
28,552
457
$814K ﹤0.01%
32,469
-1,180
458
$803K ﹤0.01%
217,717
-141,111
459
$801K ﹤0.01%
2,844
+30
460
$793K ﹤0.01%
14,204
461
$786K ﹤0.01%
18,121
+3,019
462
$781K ﹤0.01%
97,395
463
$778K ﹤0.01%
20,270
-250
464
$776K ﹤0.01%
5,280
+450
465
$772K ﹤0.01%
7,280
466
$772K ﹤0.01%
50,010
+3,000
467
$771K ﹤0.01%
20,200
-135
468
$767K ﹤0.01%
11,530
+200
469
$754K ﹤0.01%
5,800
470
$754K ﹤0.01%
18,000
471
$748K ﹤0.01%
1,391
472
$747K ﹤0.01%
2,925
473
$738K ﹤0.01%
9,189
474
$732K ﹤0.01%
12,650
-750
475
$730K ﹤0.01%
12,472
+4,603
17 18
19
20 21