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
601
$393K ﹤0.01%
13,876
602
$393K ﹤0.01%
2,881
+1
603
$384K ﹤0.01%
1,750
604
$383K ﹤0.01%
2,120
-112
605
$381K ﹤0.01%
9,025
606
$380K ﹤0.01%
1,910
607
$380K ﹤0.01%
21,349
608
$380K ﹤0.01%
95,000
-345,411
609
$378K ﹤0.01%
1,139
+490
610
$375K ﹤0.01%
9,600
611
$375K ﹤0.01%
2,400
-565
612
$372K ﹤0.01%
3,079
613
$372K ﹤0.01%
19,600
614
$371K ﹤0.01%
8,900
-235
615
$368K ﹤0.01%
1,394
-244
616
$364K ﹤0.01%
14,000
+5,000
617
$358K ﹤0.01%
30,064
618
$353K ﹤0.01%
8,000
619
$349K ﹤0.01%
5,940
620
$348K ﹤0.01%
5,000
621
$345K ﹤0.01%
16,385
+9,410
622
$343K ﹤0.01%
3,800
623
$343K ﹤0.01%
28,015
624
$343K ﹤0.01%
3,000
625
$339K ﹤0.01%
12,772
-1,939
23 24
25
26 27