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
476
$493K ﹤0.01%
7,280
477
$489K ﹤0.01%
3,979
+15
478
$486K ﹤0.01%
3,970
479
$485K ﹤0.01%
20,000
480
$483K ﹤0.01%
43,465
-17,639
481
$482K ﹤0.01%
1,391
+75
482
$480K ﹤0.01%
7,886
+4,530
483
$479K ﹤0.01%
75,000
-275,000
484
$478K ﹤0.01%
1,535
-20
485
$477K ﹤0.01%
20,464
486
$475K ﹤0.01%
14,295
487
$475K ﹤0.01%
5,709
+84
488
$474K ﹤0.01%
872
+44
489
$458K ﹤0.01%
10,069
490
$456K ﹤0.01%
21,762
-11,471
491
$452K ﹤0.01%
4,444
-152
492
$451K ﹤0.01%
20,000
493
$447K ﹤0.01%
7,049
-750
494
$445K ﹤0.01%
31,199
-4,808
495
$443K ﹤0.01%
35,950
496
$440K ﹤0.01%
7,687
-4,190
497
$431K ﹤0.01%
4,830
-150
498
$431K ﹤0.01%
484,300
-51,200
499
$430K ﹤0.01%
3,010
-200
500
$429K ﹤0.01%
8,125
-675
18 19
20
21 22