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
501
$655K ﹤0.01%
16,777
+2,025
502
$654K ﹤0.01%
60,232
503
$644K ﹤0.01%
2,649
504
$642K ﹤0.01%
17,886
-3,600
505
$641K ﹤0.01%
6,921
-57
506
$640K ﹤0.01%
+1,880
507
$634K ﹤0.01%
22,864
-697
508
$633K ﹤0.01%
7,266
-20
509
$633K ﹤0.01%
3,041
510
$629K ﹤0.01%
30,306
+13,001
511
$625K ﹤0.01%
11,256
512
$623K ﹤0.01%
18,629
513
$620K ﹤0.01%
28,465
514
$618K ﹤0.01%
16,611
+3,420
515
$617K ﹤0.01%
27,583
+9,000
516
$614K ﹤0.01%
17,500
517
$609K ﹤0.01%
2,758
518
$608K ﹤0.01%
7,700
+200
519
$608K ﹤0.01%
44,174
-5,000
520
$606K ﹤0.01%
36,050
+100
521
$604K ﹤0.01%
50,000
+10,000
522
$603K ﹤0.01%
20,010
+5,823
523
$602K ﹤0.01%
4,000
524
$599K ﹤0.01%
10,800
-100
525
$597K ﹤0.01%
9,920
-340
19 20
21
22 23