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
726
$116K ﹤0.01%
4,000
727
$116K ﹤0.01%
26,468
+3,000
728
$114K ﹤0.01%
1,000
729
$113K ﹤0.01%
878
+35
730
$112K ﹤0.01%
327
-512
731
$112K ﹤0.01%
10,000
732
$112K ﹤0.01%
250
733
$111K ﹤0.01%
5,491
734
$108K ﹤0.01%
1,902
735
$107K ﹤0.01%
1,000
-100
736
$107K ﹤0.01%
2,584
-171
737
$106K ﹤0.01%
2,670
+831
738
$106K ﹤0.01%
20,928
739
$105K ﹤0.01%
7,640
-1,000
740
$105K ﹤0.01%
20,025
741
$105K ﹤0.01%
3,825
742
$104K ﹤0.01%
4,000
743
$104K ﹤0.01%
1,554
+10
744
$104K ﹤0.01%
17,131
-128
745
$104K ﹤0.01%
16,360
-50,875
746
$103K ﹤0.01%
2,058
-17
747
$103K ﹤0.01%
1,125
748
$102K ﹤0.01%
7,358
749
$102K ﹤0.01%
760
750
$101K ﹤0.01%
5,442
28 29
30
31 32