First Manhattan

First Manhattan Portfolio holdings

AUM $38.1B
1-Year Est. Return 20.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.52%
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
+$118M
2
+$77.6M
3
+$57.3M
4
NVDA icon
NVIDIA
NVDA
+$47.6M
5
AMAT icon
Applied Materials
AMAT
+$45.7M

Top Sells

1
+$70.6M
2
+$53.7M
3
+$44M
4
AAPL icon
Apple
AAPL
+$33.7M
5
CSW
CSW Industrials
CSW
+$28.2M

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
+152
486
$536K ﹤0.01%
3,338
487
$536K ﹤0.01%
23,106
488
$529K ﹤0.01%
3,230
489
$524K ﹤0.01%
9,131
+255
490
$519K ﹤0.01%
22,699
491
$517K ﹤0.01%
5,187
-220
492
$508K ﹤0.01%
1,927
+25
493
$507K ﹤0.01%
8,259
494
$502K ﹤0.01%
10,125
-15,975
495
$502K ﹤0.01%
50,000
496
$501K ﹤0.01%
17,500
497
$500K ﹤0.01%
1,786
498
$500K ﹤0.01%
13,200
-1,800
499
$496K ﹤0.01%
13,000
500
$491K ﹤0.01%
1,927
18 19
20
21 22