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
651
$305K ﹤0.01%
29,733
652
$303K ﹤0.01%
18,134
-348
653
$300K ﹤0.01%
3,541
+1,258
654
$300K ﹤0.01%
52,333
+20,359
655
$299K ﹤0.01%
24,958
-510
656
$299K ﹤0.01%
7,262
657
$297K ﹤0.01%
22,000
658
$294K ﹤0.01%
15,000
-8,744
659
$293K ﹤0.01%
5,954
-10
660
$292K ﹤0.01%
5,059
661
$291K ﹤0.01%
+15,354
662
$290K ﹤0.01%
800
663
$288K ﹤0.01%
3,243
664
$287K ﹤0.01%
1,572
665
$287K ﹤0.01%
22,500
666
$286K ﹤0.01%
4,000
667
$282K ﹤0.01%
4,500
668
$282K ﹤0.01%
+10,500
669
$280K ﹤0.01%
3,225
670
$280K ﹤0.01%
7,050
671
$280K ﹤0.01%
17,062
672
$279K ﹤0.01%
1,500
673
$279K ﹤0.01%
2,900
674
$277K ﹤0.01%
1,663
675
$275K ﹤0.01%
18,507
25 26
27
28 29