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
751
$101K ﹤0.01%
7,053
752
$100K ﹤0.01%
6,775
753
$100K ﹤0.01%
826
-3
754
$98K ﹤0.01%
1,250
-150
755
$97K ﹤0.01%
700
756
$96K ﹤0.01%
11,857
757
$96K ﹤0.01%
1,092
-300
758
$96K ﹤0.01%
4,640
759
$96K ﹤0.01%
2,000
760
$95K ﹤0.01%
3,800
761
$94K ﹤0.01%
225
762
$94K ﹤0.01%
690
763
$94K ﹤0.01%
1,673
764
$93K ﹤0.01%
6,942
765
$92K ﹤0.01%
2,223
+83
766
$89K ﹤0.01%
1,025
+600
767
$89K ﹤0.01%
2,432
+425
768
$89K ﹤0.01%
624
769
$88K ﹤0.01%
3,140
+2,000
770
$88K ﹤0.01%
90
771
$88K ﹤0.01%
31,433
772
$88K ﹤0.01%
5,590
773
$88K ﹤0.01%
7,845
774
$87K ﹤0.01%
610
-525
775
$86K ﹤0.01%
+2,984
29 30
31
32 33