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
526
$438K ﹤0.01%
+19,709
527
$437K ﹤0.01%
7,533
+1,268
528
$434K ﹤0.01%
5,300
529
$432K ﹤0.01%
5,364
-63
530
$423K ﹤0.01%
3,800
+60
531
$418K ﹤0.01%
6,385
-40
532
$416K ﹤0.01%
10,934
533
$415K ﹤0.01%
8,959
534
$415K ﹤0.01%
8,200
535
$415K ﹤0.01%
5,305
-109
536
$413K ﹤0.01%
1,954
+7
537
$412K ﹤0.01%
1,305
+83
538
$410K ﹤0.01%
19,200
539
$409K ﹤0.01%
2,504
540
$409K ﹤0.01%
28,015
541
$405K ﹤0.01%
5,000
542
$404K ﹤0.01%
6,118
-592
543
$403K ﹤0.01%
707
544
$397K ﹤0.01%
15,952
545
$394K ﹤0.01%
1,224
546
$388K ﹤0.01%
7,502
+460
547
$387K ﹤0.01%
8,000
548
$387K ﹤0.01%
4,324
549
$387K ﹤0.01%
2,512
550
$385K ﹤0.01%
27,045
-17,364
20 21
22
23 24