First Manhattan Portfolio holdings
AUM
$38.1B
1-Year Est. Return
20.52%
This Fund
S&P 500
1 Year Est. Return
+20.52%
AUM
$17.3B
AUM Growth
+$1.87B
(+12%)
Holding
1,549
Top Buys
| 1 | +$98.4M | |
| 2 | +$73.3M | |
| 3 | +$40.6M | |
| 4 |
Visa
V
|
+$27.6M |
| 5 |
SY
So-Young International
SY
|
+$24.2M |
Top Sells
| 1 | +$75.8M | |
| 2 | +$52.1M | |
| 3 | +$51.7M | |
| 4 |
Service Corp International
SCI
|
+$44.9M |
| 5 |
Robert Half
RHI
|
+$39.5M |
Sector Composition
| 1 | Financials | 38.23% |
| 2 | Technology | 18.11% |
| 3 | Healthcare | 11.22% |
| 4 | Communication Services | 8.35% |
| 5 | Consumer Discretionary | 6.41% |