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
476
$727K ﹤0.01%
3,517
-522
477
$725K ﹤0.01%
4,173
+3,639
478
$723K ﹤0.01%
1,955
479
$717K ﹤0.01%
37,754
-1,193
480
$717K ﹤0.01%
23,000
-8,600
481
$713K ﹤0.01%
27,666
+2
482
$712K ﹤0.01%
5,245
483
$708K ﹤0.01%
1,633
-535
484
$704K ﹤0.01%
6,925
485
$694K ﹤0.01%
30,236
486
$693K ﹤0.01%
+21,200
487
$691K ﹤0.01%
41,900
488
$691K ﹤0.01%
3,800
+1,300
489
$688K ﹤0.01%
5,313
+144
490
$680K ﹤0.01%
5,555
+500
491
$678K ﹤0.01%
54,061
-7,290
492
$678K ﹤0.01%
5,886
493
$673K ﹤0.01%
19,500
494
$671K ﹤0.01%
30,771
495
$671K ﹤0.01%
9,585
-4,470
496
$667K ﹤0.01%
35,628
497
$662K ﹤0.01%
4,354
498
$660K ﹤0.01%
73,783
499
$660K ﹤0.01%
10,069
500
$659K ﹤0.01%
11,106
18 19
20
21 22