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
576
$343K ﹤0.01%
22,987
-488
577
$341K ﹤0.01%
800
578
$340K ﹤0.01%
1,660
579
$340K ﹤0.01%
1,779
+54
580
$334K ﹤0.01%
2,900
581
$332K ﹤0.01%
29,500
582
$327K ﹤0.01%
830
583
$325K ﹤0.01%
2,500
584
$323K ﹤0.01%
1,464
-395
585
$323K ﹤0.01%
+2,444
586
$319K ﹤0.01%
2,277
587
$318K ﹤0.01%
5,549
+1,059
588
$316K ﹤0.01%
5,718
-3,085
589
$310K ﹤0.01%
2,296
+600
590
$309K ﹤0.01%
9,047
591
$308K ﹤0.01%
1,025
592
$308K ﹤0.01%
8,180
-224
593
$301K ﹤0.01%
2,875
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594
$300K ﹤0.01%
3,260
595
$300K ﹤0.01%
15,200
596
$294K ﹤0.01%
6,400
597
$290K ﹤0.01%
4,100
598
$290K ﹤0.01%
2,208
+102
599
$288K ﹤0.01%
6,750
600
$287K ﹤0.01%
7,000
22 23
24
25 26