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
501
$429K ﹤0.01%
930
-9
502
$425K ﹤0.01%
1,375
+5
503
$425K ﹤0.01%
5,637
+700
504
$424K ﹤0.01%
41,616
505
$419K ﹤0.01%
3,323
506
$418K ﹤0.01%
1,000
507
$411K ﹤0.01%
1,015
-40
508
$409K ﹤0.01%
62,000
509
$408K ﹤0.01%
5,028
+610
510
$406K ﹤0.01%
2,649
+65
511
$405K ﹤0.01%
24,199
512
$404K ﹤0.01%
20,121
-73
513
$404K ﹤0.01%
8,325
514
$399K ﹤0.01%
+60,600
515
$395K ﹤0.01%
4,000
-4,000
516
$393K ﹤0.01%
785
517
$391K ﹤0.01%
+7,900
518
$384K ﹤0.01%
19,874
519
$382K ﹤0.01%
3,920
-30
520
$381K ﹤0.01%
3,017
+289
521
$380K ﹤0.01%
7,850
+1,950
522
$378K ﹤0.01%
60,232
523
$377K ﹤0.01%
+52,988
524
$377K ﹤0.01%
1,295
-675
525
$376K ﹤0.01%
16,972
+12,772
19 20
21
22 23