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
526
$585K ﹤0.01%
40,000
527
$585K ﹤0.01%
9,778
-524
528
$576K ﹤0.01%
10,875
-150
529
$575K ﹤0.01%
17,524
-337
530
$569K ﹤0.01%
24,360
531
$565K ﹤0.01%
3,817
532
$564K ﹤0.01%
8,400
533
$562K ﹤0.01%
29,175
534
$562K ﹤0.01%
31,538
-7,004
535
$559K ﹤0.01%
15,000
536
$558K ﹤0.01%
90,000
537
$557K ﹤0.01%
7,606
538
$548K ﹤0.01%
40,888
+7,000
539
$539K ﹤0.01%
4,176
+48
540
$537K ﹤0.01%
6,828
+222
541
$536K ﹤0.01%
80,300
-81,800
542
$535K ﹤0.01%
21,620
543
$534K ﹤0.01%
20,857
544
$532K ﹤0.01%
9,124
+400
545
$532K ﹤0.01%
7,354
546
$526K ﹤0.01%
24,843
547
$526K ﹤0.01%
5,720
+60
548
$525K ﹤0.01%
7,875
549
$525K ﹤0.01%
3,400
550
$516K ﹤0.01%
5,114
+577
20 21
22
23 24