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
551
$516K ﹤0.01%
2,525
552
$515K ﹤0.01%
2,967
-1,175
553
$511K ﹤0.01%
5,625
554
$510K ﹤0.01%
1,489
555
$510K ﹤0.01%
985
556
$507K ﹤0.01%
3,819
-1,818
557
$506K ﹤0.01%
12,200
558
$498K ﹤0.01%
3,306
-508
559
$497K ﹤0.01%
2,009
+10
560
$497K ﹤0.01%
16,181
561
$496K ﹤0.01%
6,799
562
$496K ﹤0.01%
+1,058
563
$494K ﹤0.01%
3,983
564
$488K ﹤0.01%
3,478
565
$487K ﹤0.01%
8,729
566
$486K ﹤0.01%
6,125
567
$485K ﹤0.01%
8,250
568
$481K ﹤0.01%
11,667
569
$478K ﹤0.01%
16,492
-500
570
$478K ﹤0.01%
4,704
-17
571
$470K ﹤0.01%
21,810
-1,330
572
$466K ﹤0.01%
22,610
573
$465K ﹤0.01%
17,487
-1,220
574
$458K ﹤0.01%
8,200
575
$455K ﹤0.01%
2,550
21 22
23
24 25