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
601
$236K ﹤0.01%
15,297
602
$236K ﹤0.01%
4,024
-5
603
$235K ﹤0.01%
8,822
604
$234K ﹤0.01%
34,174
+10,000
605
$233K ﹤0.01%
6,750
606
$233K ﹤0.01%
1,489
+8
607
$233K ﹤0.01%
17,500
608
$232K ﹤0.01%
32,000
-1,513
609
$231K ﹤0.01%
18,905
-6,422
610
$229K ﹤0.01%
3,191
-658
611
$228K ﹤0.01%
3,224
612
$228K ﹤0.01%
+3,180
613
$228K ﹤0.01%
900
614
$227K ﹤0.01%
20,128
-1,328
615
$225K ﹤0.01%
15,000
616
$223K ﹤0.01%
23,100
-1,000
617
$222K ﹤0.01%
1,181
-20
618
$221K ﹤0.01%
2,860
-100
619
$220K ﹤0.01%
64,700
620
$220K ﹤0.01%
4,259
+406
621
$219K ﹤0.01%
853
+53
622
$217K ﹤0.01%
+1,781
623
$216K ﹤0.01%
2,273
624
$215K ﹤0.01%
2,590
625
$215K ﹤0.01%
1,910
-100
23 24
25
26 27