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
$28.8B
AUM Growth
+$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,618
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$93.8M
3
+$37.7M
4
MKL icon
Markel Group
MKL
+$29.6M
5
SE icon
Sea Limited
SE
+$24.4M

Top Sells

1
+$94.7M
2
+$67.3M
3
+$54.2M
4
AAPL icon
Apple
AAPL
+$53.9M
5
ENTG icon
Entegris
ENTG
+$45.5M

Sector Composition

1 Financials 45.95%
2 Technology 17.42%
3 Healthcare 8.82%
4 Consumer Discretionary 8.26%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$132K ﹤0.01%
400
702
$131K ﹤0.01%
+9,985
703
$131K ﹤0.01%
1,691
-341
704
$130K ﹤0.01%
3,825
705
$130K ﹤0.01%
3,522
-1,095
706
$130K ﹤0.01%
956
+87
707
$130K ﹤0.01%
+3,240
708
$128K ﹤0.01%
1,453
+664
709
$127K ﹤0.01%
5,049
-702
710
$127K ﹤0.01%
11,920
711
$126K ﹤0.01%
946
712
$125K ﹤0.01%
235
713
$125K ﹤0.01%
805
+5
714
$124K ﹤0.01%
11,000
715
$123K ﹤0.01%
57,000
716
$123K ﹤0.01%
17,062
717
$123K ﹤0.01%
10,000
718
$122K ﹤0.01%
34,745
719
$121K ﹤0.01%
2,425
720
$119K ﹤0.01%
1,842
+6
721
$119K ﹤0.01%
35,084
+34,099
722
$119K ﹤0.01%
745
-4,891
723
$118K ﹤0.01%
7,125
724
$114K ﹤0.01%
2,025
725
$113K ﹤0.01%
1,695
-10
27 28
29
30 31