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
701
$132K ﹤0.01%
18,000
702
$132K ﹤0.01%
4,500
703
$132K ﹤0.01%
15,000
704
$131K ﹤0.01%
7,636
705
$131K ﹤0.01%
7,500
706
$130K ﹤0.01%
1,356
+650
707
$129K ﹤0.01%
22,308
708
$129K ﹤0.01%
3,247
709
$128K ﹤0.01%
1,835
710
$127K ﹤0.01%
+6,000
711
$127K ﹤0.01%
459
+25
712
$127K ﹤0.01%
1,443
713
$126K ﹤0.01%
60,000
714
$125K ﹤0.01%
820
715
$123K ﹤0.01%
2,400
716
$123K ﹤0.01%
2,500
-1,000
717
$122K ﹤0.01%
3,225
-300
718
$121K ﹤0.01%
1,327
-207
719
$120K ﹤0.01%
8,478
+176
720
$120K ﹤0.01%
6,320
721
$119K ﹤0.01%
693
722
$119K ﹤0.01%
700
723
$118K ﹤0.01%
13,741
+551
724
$118K ﹤0.01%
1,183
-447
725
$116K ﹤0.01%
2,138
-2,854
27 28
29
30 31