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
651
$194K ﹤0.01%
100,000
652
$190K ﹤0.01%
12,995
-786
653
$187K ﹤0.01%
18,500
654
$178K ﹤0.01%
10,000
655
$173K ﹤0.01%
34,745
656
$173K ﹤0.01%
10,000
657
$163K ﹤0.01%
17,062
658
$158K ﹤0.01%
14,506
-500
659
$157K ﹤0.01%
+22,686
660
$143K ﹤0.01%
12,100
+200
661
$143K ﹤0.01%
15,518
662
$122K ﹤0.01%
25,338
+3,575
663
$113K ﹤0.01%
43,458
664
$110K ﹤0.01%
50,000
665
$87.8K ﹤0.01%
57,000
666
$76.1K ﹤0.01%
51,750
667
$71.1K ﹤0.01%
+32,325
668
$49.5K ﹤0.01%
+11,337
669
$49.3K ﹤0.01%
+28,500
670
$45.8K ﹤0.01%
14,000
671
$34.3K ﹤0.01%
26,400
672
$24.3K ﹤0.01%
26,000
673
$16.2K ﹤0.01%
11,662
674
$13.3K ﹤0.01%
1,000
675
$10.3K ﹤0.01%
12,600
25 26
27
28 29