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
626
$215K ﹤0.01%
4,530
-700
627
$212K ﹤0.01%
180
+60
628
$210K ﹤0.01%
15,828
629
$210K ﹤0.01%
2,779
+1
630
$209K ﹤0.01%
2,007
+186
631
$208K ﹤0.01%
2,525
632
$207K ﹤0.01%
5,237
+42
633
$206K ﹤0.01%
5,724
+1,000
634
$206K ﹤0.01%
2,155
635
$205K ﹤0.01%
28,009
636
$203K ﹤0.01%
14,403
+366
637
$202K ﹤0.01%
25,032
638
$202K ﹤0.01%
3,591
639
$201K ﹤0.01%
61,205
-9,365
640
$200K ﹤0.01%
15,000
641
$200K ﹤0.01%
91,229
-133,105
642
$198K ﹤0.01%
7,050
-4,125
643
$197K ﹤0.01%
24,700
-1,500
644
$195K ﹤0.01%
+13,150
645
$194K ﹤0.01%
6,250
646
$193K ﹤0.01%
3,100
+1,400
647
$192K ﹤0.01%
2,450
648
$187K ﹤0.01%
1,081
-18
649
$186K ﹤0.01%
7,219
-164
650
$184K ﹤0.01%
37,495
24 25
26
27 28