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
501
$488K ﹤0.01%
5,150
502
$487K ﹤0.01%
2,370
503
$479K ﹤0.01%
2,090
504
$474K ﹤0.01%
7,864
-2,657
505
$474K ﹤0.01%
105,342
+25,291
506
$474K ﹤0.01%
19,925
-1,500
507
$472K ﹤0.01%
1,277
-7
508
$471K ﹤0.01%
14,005
+256
509
$470K ﹤0.01%
6,089
+466
510
$468K ﹤0.01%
10,644
511
$468K ﹤0.01%
2,594
512
$464K ﹤0.01%
30,236
513
$463K ﹤0.01%
+4,541
514
$456K ﹤0.01%
38,675
515
$455K ﹤0.01%
7,876
-1,472
516
$454K ﹤0.01%
2,123
-350
517
$451K ﹤0.01%
4,625
518
$448K ﹤0.01%
18,313
519
$446K ﹤0.01%
30,500
520
$442K ﹤0.01%
6,500
521
$442K ﹤0.01%
40,000
522
$440K ﹤0.01%
5,600
523
$439K ﹤0.01%
700,000
+100,000
524
$439K ﹤0.01%
3,704
+1,379
525
$438K ﹤0.01%
8,383
+1,925
19 20
21
22 23