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
576
$454K ﹤0.01%
15,375
577
$452K ﹤0.01%
25,514
578
$452K ﹤0.01%
+25,018
579
$447K ﹤0.01%
4,362
+1,302
580
$444K ﹤0.01%
830
581
$443K ﹤0.01%
2,746
-6,173
582
$439K ﹤0.01%
6,500
+900
583
$438K ﹤0.01%
3,647
584
$437K ﹤0.01%
13,667
-667
585
$434K ﹤0.01%
40,600
-40,000
586
$431K ﹤0.01%
22,172
+5,180
587
$426K ﹤0.01%
58,085
-31,265
588
$423K ﹤0.01%
51,400
589
$423K ﹤0.01%
4,080
-854
590
$422K ﹤0.01%
62,000
591
$419K ﹤0.01%
2,100
592
$419K ﹤0.01%
3,963
-444
593
$418K ﹤0.01%
13,738
-327
594
$406K ﹤0.01%
11,370
+10,000
595
$404K ﹤0.01%
8,325
596
$403K ﹤0.01%
14,000
597
$403K ﹤0.01%
29,845
-2,934
598
$399K ﹤0.01%
1,080
-400
599
$398K ﹤0.01%
11,492
600
$398K ﹤0.01%
15,000
22 23
24
25 26