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
$34.1B
AUM Growth
+$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
723
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$76.3M
3
+$56.1M
4
NVDA icon
NVIDIA
NVDA
+$46.5M
5
AMAT icon
Applied Materials
AMAT
+$41.2M

Top Sells

1
+$73.5M
2
+$55.6M
3
+$44.6M
4
AAPL icon
Apple
AAPL
+$35.8M
5
MIR icon
Mirion Technologies
MIR
+$27.7M

Sector Composition

1 Financials 44.82%
2 Technology 21.62%
3 Consumer Discretionary 7.18%
4 Communication Services 6.65%
5 Healthcare 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$567K ﹤0.01%
5,638
477
$558K ﹤0.01%
+17,745
478
$554K ﹤0.01%
+975
479
$553K ﹤0.01%
4,299
-2,245
480
$553K ﹤0.01%
5,208
481
$552K ﹤0.01%
7,438
482
$549K ﹤0.01%
5,400
483
$545K ﹤0.01%
9,025
-200
484
$542K ﹤0.01%
8,982
-118
485
$541K ﹤0.01%
5,858
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486
$536K ﹤0.01%
3,338
487
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23,106
488
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3,230
489
$524K ﹤0.01%
9,131
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490
$519K ﹤0.01%
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491
$517K ﹤0.01%
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493
$507K ﹤0.01%
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494
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10,125
-15,975
495
$502K ﹤0.01%
50,000
496
$501K ﹤0.01%
17,500
497
$500K ﹤0.01%
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498
$500K ﹤0.01%
13,200
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499
$496K ﹤0.01%
13,000
500
$491K ﹤0.01%
1,927
18 19
20
21 22