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
551
$321K ﹤0.01%
4,554
+175
552
$317K ﹤0.01%
31,250
-250
553
$317K ﹤0.01%
1,592
+240
554
$315K ﹤0.01%
17,239
-5,010
555
$312K ﹤0.01%
4,777
+4,350
556
$306K ﹤0.01%
1,185
-102
557
$305K ﹤0.01%
13,000
558
$304K ﹤0.01%
66,280
+32,780
559
$303K ﹤0.01%
44,000
560
$301K ﹤0.01%
11,641
-505
561
$299K ﹤0.01%
149,067
562
$299K ﹤0.01%
4,500
563
$298K ﹤0.01%
3,750
564
$288K ﹤0.01%
5,905
+13
565
$288K ﹤0.01%
6,968
-2,621
566
$285K ﹤0.01%
+9,600
567
$285K ﹤0.01%
3,500
+200
568
$285K ﹤0.01%
33,888
569
$283K ﹤0.01%
8,066
+4,370
570
$281K ﹤0.01%
24,600
571
$280K ﹤0.01%
5,988
+2
572
$277K ﹤0.01%
4,715
573
$273K ﹤0.01%
8,797
574
$270K ﹤0.01%
8,154
575
$269K ﹤0.01%
5,431
21 22
23
24 25