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
676
$155K ﹤0.01%
3,579
677
$154K ﹤0.01%
14,925
678
$152K ﹤0.01%
2,188
679
$151K ﹤0.01%
2,365
+1,208
680
$149K ﹤0.01%
22,916
-44,012
681
$149K ﹤0.01%
1,420
+170
682
$149K ﹤0.01%
3,025
+875
683
$147K ﹤0.01%
236
+100
684
$147K ﹤0.01%
1,392
+143
685
$145K ﹤0.01%
36,800
686
$145K ﹤0.01%
1,524
-1,000
687
$142K ﹤0.01%
11,687
688
$142K ﹤0.01%
3,050
689
$142K ﹤0.01%
10,200
690
$141K ﹤0.01%
+11,000
691
$139K ﹤0.01%
1,366
692
$138K ﹤0.01%
1,668
693
$138K ﹤0.01%
+8,449
694
$137K ﹤0.01%
14,997
-100
695
$135K ﹤0.01%
3,935
+100
696
$135K ﹤0.01%
2,700
697
$134K ﹤0.01%
951
698
$132K ﹤0.01%
2,847
699
$132K ﹤0.01%
718
700
$132K ﹤0.01%
4,925
26 27
28
29 30