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
576
$268K ﹤0.01%
2,946
+10
577
$267K ﹤0.01%
1,350
578
$262K ﹤0.01%
8,310
+720
579
$262K ﹤0.01%
10,875
580
$261K ﹤0.01%
25,000
581
$261K ﹤0.01%
1,360
582
$261K ﹤0.01%
4,555
583
$258K ﹤0.01%
6,811
-15,200
584
$257K ﹤0.01%
23,744
585
$257K ﹤0.01%
4,223
586
$254K ﹤0.01%
12,869
-381
587
$253K ﹤0.01%
8,960
-67
588
$252K ﹤0.01%
571
589
$252K ﹤0.01%
17,062
590
$249K ﹤0.01%
5,000
591
$249K ﹤0.01%
21,561
592
$248K ﹤0.01%
3,275
-285
593
$247K ﹤0.01%
21,792
594
$245K ﹤0.01%
3,077
-100
595
$245K ﹤0.01%
1,311
-161
596
$245K ﹤0.01%
20,000
597
$241K ﹤0.01%
8,139
598
$240K ﹤0.01%
1,792
+1,717
599
$240K ﹤0.01%
6,595
-80
600
$239K ﹤0.01%
2,130
22 23
24
25 26