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
526
$376K ﹤0.01%
8,534
+3
527
$368K ﹤0.01%
3,554
528
$367K ﹤0.01%
6,377
-43
529
$361K ﹤0.01%
1,150
-394
530
$359K ﹤0.01%
2,146
-4
531
$359K ﹤0.01%
4,455
-1,560
532
$359K ﹤0.01%
7,900
+160
533
$359K ﹤0.01%
22,151
+9,834
534
$357K ﹤0.01%
15,000
535
$353K ﹤0.01%
7,189
-125
536
$352K ﹤0.01%
+43,545
537
$347K ﹤0.01%
15,000
538
$347K ﹤0.01%
9,200
539
$346K ﹤0.01%
22,500
540
$345K ﹤0.01%
11,742
-113
541
$339K ﹤0.01%
4,911
542
$337K ﹤0.01%
25,971
543
$336K ﹤0.01%
28,748
+4
544
$330K ﹤0.01%
15,350
545
$329K ﹤0.01%
11,667
546
$329K ﹤0.01%
61,400
547
$328K ﹤0.01%
15,600
548
$328K ﹤0.01%
25,968
+22,828
549
$322K ﹤0.01%
15,013
-10,427
550
$322K ﹤0.01%
17,500
20 21
22
23 24