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
$28.8B
AUM Growth
+$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,618
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$93.8M
3
+$37.7M
4
MKL icon
Markel Group
MKL
+$29.6M
5
SE icon
Sea Limited
SE
+$24.4M

Top Sells

1
+$94.7M
2
+$67.3M
3
+$54.2M
4
AAPL icon
Apple
AAPL
+$53.9M
5
ENTG icon
Entegris
ENTG
+$45.5M

Sector Composition

1 Financials 45.95%
2 Technology 17.42%
3 Healthcare 8.82%
4 Consumer Discretionary 8.26%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$479K ﹤0.01%
19,500
477
$478K ﹤0.01%
8,242
-17,548
478
$478K ﹤0.01%
3,908
-2,050
479
$477K ﹤0.01%
30,236
480
$477K ﹤0.01%
1,926
+16
481
$474K ﹤0.01%
921
+514
482
$472K ﹤0.01%
1,556
483
$470K ﹤0.01%
11,047
+2,447
484
$468K ﹤0.01%
13,436
+576
485
$466K ﹤0.01%
9,178
+1,844
486
$465K ﹤0.01%
7,600
487
$465K ﹤0.01%
39,200
-18,075
488
$462K ﹤0.01%
42,375
-35,480
489
$461K ﹤0.01%
53,107
-4,775
490
$449K ﹤0.01%
3,887
-1,991
491
$449K ﹤0.01%
2,331
+331
492
$444K ﹤0.01%
8,259
493
$443K ﹤0.01%
2,301
494
$442K ﹤0.01%
10,279
+1,688
495
$442K ﹤0.01%
7,654
-5,581
496
$439K ﹤0.01%
1,817
+21
497
$437K ﹤0.01%
5,000
-248
498
$433K ﹤0.01%
6,433
-117
499
$426K ﹤0.01%
5,169
-84
500
$424K ﹤0.01%
5,709
+3
18 19
20
21 22