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
576
$423K ﹤0.01%
8,010
577
$417K ﹤0.01%
+8,125
578
$416K ﹤0.01%
19,500
579
$416K ﹤0.01%
23,744
580
$411K ﹤0.01%
2,965
+2,400
581
$410K ﹤0.01%
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582
$409K ﹤0.01%
14,187
-7,315
583
$409K ﹤0.01%
3,975
-193
584
$408K ﹤0.01%
30,000
585
$406K ﹤0.01%
2,504
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586
$405K ﹤0.01%
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587
$404K ﹤0.01%
8,325
588
$400K ﹤0.01%
22,000
+12,000
589
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14,804
-254,919
590
$397K ﹤0.01%
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591
$393K ﹤0.01%
+25,000
592
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9,600
593
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594
$383K ﹤0.01%
+2,100
595
$381K ﹤0.01%
8,500
596
$381K ﹤0.01%
2,800
597
$378K ﹤0.01%
3,429
+1,013
598
$375K ﹤0.01%
3,750
599
$375K ﹤0.01%
+5,600
600
$371K ﹤0.01%
4,387
+353
22 23
24
25 26