First Manhattan

First Manhattan Portfolio holdings

AUM $38.1B
1-Year Est. Return 20.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.1B
AUM Growth
-$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,525
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$45.5M
3
+$42M
4
LYB icon
LyondellBasell Industries
LYB
+$37.8M
5
OPLN
Openlane
OPLN
+$36.1M

Top Sells

1
+$79.8M
2
+$46.7M
3
+$45.2M
4
YELP icon
Yelp
YELP
+$42M
5
UHAL icon
U-Haul Holding Co
UHAL
+$35.4M

Sector Composition

1 Financials 41.28%
2 Healthcare 11.08%
3 Technology 9.94%
4 Consumer Discretionary 7.4%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$136K ﹤0.01%
60,000
727
$136K ﹤0.01%
825
728
$135K ﹤0.01%
1,722
+584
729
$135K ﹤0.01%
1,500
730
$135K ﹤0.01%
1,090
+190
731
$135K ﹤0.01%
7,695
-16,350
732
$135K ﹤0.01%
4,362
+92
733
$135K ﹤0.01%
16,770
734
$133K ﹤0.01%
2,024
735
$133K ﹤0.01%
+15,432
736
$132K ﹤0.01%
+2,325
737
$131K ﹤0.01%
3,000
+1,000
738
$129K ﹤0.01%
500
739
$128K ﹤0.01%
61,400
740
$127K ﹤0.01%
957
741
$127K ﹤0.01%
4,000
742
$126K ﹤0.01%
10,000
743
$125K ﹤0.01%
2,803
744
$125K ﹤0.01%
7,500
745
$122K ﹤0.01%
7,062
746
$120K ﹤0.01%
3,000
747
$120K ﹤0.01%
6,600
748
$119K ﹤0.01%
3,240
-1,478
749
$118K ﹤0.01%
10,468
750
$118K ﹤0.01%
6,000
28 29
30
31 32