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
651
$184K ﹤0.01%
51,622
-3,000
652
$182K ﹤0.01%
1,500
-55
653
$181K ﹤0.01%
500
654
$180K ﹤0.01%
2,063
+1,216
655
$180K ﹤0.01%
11,891
-108,807
656
$179K ﹤0.01%
3,241
-135
657
$178K ﹤0.01%
8,892
658
$175K ﹤0.01%
2,855
-452
659
$174K ﹤0.01%
1,961
-640
660
$174K ﹤0.01%
5,000
661
$173K ﹤0.01%
4,050
662
$172K ﹤0.01%
4,728
+778
663
$171K ﹤0.01%
3,800
664
$171K ﹤0.01%
5,532
-69,468
665
$171K ﹤0.01%
5,511
666
$169K ﹤0.01%
12,000
-24,000
667
$166K ﹤0.01%
2,900
668
$164K ﹤0.01%
3,068
-180
669
$163K ﹤0.01%
2,425
+225
670
$162K ﹤0.01%
+12,200
671
$161K ﹤0.01%
3,100
672
$159K ﹤0.01%
1,031
673
$159K ﹤0.01%
605
-80,000
674
$157K ﹤0.01%
2,085
+6
675
$157K ﹤0.01%
23,700
-5,000
25 26
27
28 29