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
551
$383K ﹤0.01%
+5,064
552
$382K ﹤0.01%
3,375
553
$377K ﹤0.01%
16,985
554
$377K ﹤0.01%
12,762
555
$375K ﹤0.01%
99,150
556
$374K ﹤0.01%
905
-10
557
$374K ﹤0.01%
+1,967
558
$370K ﹤0.01%
4,189
+704
559
$370K ﹤0.01%
+17,602
560
$369K ﹤0.01%
19,936
-4,300
561
$369K ﹤0.01%
6,850
562
$365K ﹤0.01%
9,860
-200
563
$365K ﹤0.01%
751
-4
564
$363K ﹤0.01%
8,250
-450
565
$363K ﹤0.01%
32,957
-11,405
566
$361K ﹤0.01%
2,526
-48
567
$358K ﹤0.01%
5,000
568
$356K ﹤0.01%
16,200
569
$354K ﹤0.01%
22,311
570
$354K ﹤0.01%
4,921
+1,573
571
$349K ﹤0.01%
10,347
572
$348K ﹤0.01%
1,569
+38
573
$346K ﹤0.01%
10,395
+1,894
574
$345K ﹤0.01%
2,468
575
$343K ﹤0.01%
3,810
+10
21 22
23
24 25