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
676
$274K ﹤0.01%
16,396
+329
677
$274K ﹤0.01%
13,500
+1,500
678
$270K ﹤0.01%
2,491
-3,150
679
$268K ﹤0.01%
2,450
680
$267K ﹤0.01%
7,500
681
$265K ﹤0.01%
16,163
-1
682
$260K ﹤0.01%
1,031
683
$258K ﹤0.01%
16,711
684
$256K ﹤0.01%
8,900
+1,240
685
$255K ﹤0.01%
1,125
686
$255K ﹤0.01%
4,024
687
$249K ﹤0.01%
3,410
688
$248K ﹤0.01%
13,500
-52,700
689
$245K ﹤0.01%
2,881
-257
690
$245K ﹤0.01%
4,378
-584
691
$243K ﹤0.01%
12,000
692
$239K ﹤0.01%
1,593
693
$236K ﹤0.01%
5,431
694
$235K ﹤0.01%
7,000
695
$233K ﹤0.01%
1,285
696
$233K ﹤0.01%
10,078
697
$232K ﹤0.01%
3,750
698
$231K ﹤0.01%
7,800
699
$230K ﹤0.01%
61,400
700
$230K ﹤0.01%
18,744
26 27
28
29 30