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
$27.4B
AUM Growth
+$4.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,694
New
Increased
Reduced
Closed

Top Buys

1
+$1.86B
2
+$237M
3
+$172M
4
META icon
Meta Platforms (Facebook)
META
+$128M
5
TMO icon
Thermo Fisher Scientific
TMO
+$45.6M

Top Sells

1
+$182M
2
+$56.5M
3
+$47.1M
4
CHTR icon
Charter Communications
CHTR
+$34.2M
5
STAY
Extended Stay America, Inc. Paired Share Unit
STAY
+$28.1M

Sector Composition

1 Financials 41.9%
2 Technology 15.81%
3 Healthcare 10.24%
4 Consumer Discretionary 8.99%
5 Communication Services 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$478K ﹤0.01%
6,125
552
$476K ﹤0.01%
25,514
553
$470K ﹤0.01%
+22,610
554
$470K ﹤0.01%
14,000
555
$468K ﹤0.01%
8,724
+3,000
556
$465K ﹤0.01%
23,140
-400
557
$463K ﹤0.01%
+15,330
558
$459K ﹤0.01%
6,811
559
$457K ﹤0.01%
3,450
-1,350
560
$454K ﹤0.01%
33,888
561
$451K ﹤0.01%
5,625
562
$446K ﹤0.01%
7,465
-699
563
$446K ﹤0.01%
3,022
+118
564
$443K ﹤0.01%
4,646
565
$440K ﹤0.01%
7,934
-11,258
566
$439K ﹤0.01%
9,500
+9,115
567
$438K ﹤0.01%
8,260
+7,760
568
$437K ﹤0.01%
4,537
+4,000
569
$437K ﹤0.01%
+14,300
570
$435K ﹤0.01%
3,623
+1,525
571
$434K ﹤0.01%
15,377
-2
572
$431K ﹤0.01%
4,034
-100
573
$431K ﹤0.01%
985
-165
574
$427K ﹤0.01%
11,743
+1
575
$425K ﹤0.01%
16,145
+5,695
21 22
23
24 25