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
626
$238K ﹤0.01%
1,512
627
$235K ﹤0.01%
59,534
628
$228K ﹤0.01%
29,550
629
$228K ﹤0.01%
1,216
630
$226K ﹤0.01%
617
+14
631
$226K ﹤0.01%
3,469
632
$225K ﹤0.01%
2,350
633
$225K ﹤0.01%
1,503
+46
634
$225K ﹤0.01%
4,728
-172
635
$222K ﹤0.01%
4,156
-350
636
$222K ﹤0.01%
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637
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2,084
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638
$218K ﹤0.01%
3,098
-775
639
$218K ﹤0.01%
2,649
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640
$218K ﹤0.01%
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641
$216K ﹤0.01%
515
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$216K ﹤0.01%
2,375
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643
$216K ﹤0.01%
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644
$215K ﹤0.01%
4,220
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645
$213K ﹤0.01%
1,412
646
$208K ﹤0.01%
+2,750
647
$208K ﹤0.01%
13,075
648
$204K ﹤0.01%
2,398
-96
649
$201K ﹤0.01%
+400
650
$200K ﹤0.01%
+2,041
24 25
26
27 28