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
601
$285K ﹤0.01%
5,581
+434
602
$280K ﹤0.01%
2,448
603
$279K ﹤0.01%
+2,524
604
$270K ﹤0.01%
1,284
605
$269K ﹤0.01%
2,290
606
$262K ﹤0.01%
+1,977
607
$261K ﹤0.01%
3,107
-3
608
$257K ﹤0.01%
4,700
609
$257K ﹤0.01%
3,465
610
$255K ﹤0.01%
6,300
-2,600
611
$255K ﹤0.01%
5,289
+29
612
$254K ﹤0.01%
18,507
613
$252K ﹤0.01%
3,300
-59
614
$250K ﹤0.01%
1,622
-548
615
$250K ﹤0.01%
2,644
616
$249K ﹤0.01%
3,248
617
$248K ﹤0.01%
15,600
618
$248K ﹤0.01%
+9,050
619
$246K ﹤0.01%
1,083
620
$245K ﹤0.01%
3,592
-758
621
$245K ﹤0.01%
2,987
+561
622
$242K ﹤0.01%
78,367
623
$242K ﹤0.01%
10,000
624
$239K ﹤0.01%
1,279
-50
625
$239K ﹤0.01%
2,308
23 24
25
26 27