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
$27.4B
AUM Growth
+$4.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,694
New
Increased
Reduced
Closed

Top Buys

1
+$1.86B
2
+$237M
3
+$172M
4
META icon
Meta Platforms (Facebook)
META
+$128M
5
TMO icon
Thermo Fisher Scientific
TMO
+$45.6M

Top Sells

1
+$182M
2
+$56.5M
3
+$47.1M
4
CHTR icon
Charter Communications
CHTR
+$34.2M
5
STAY
Extended Stay America, Inc. Paired Share Unit
STAY
+$28.1M

Sector Composition

1 Financials 41.9%
2 Technology 15.81%
3 Healthcare 10.24%
4 Consumer Discretionary 8.99%
5 Communication Services 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$172K ﹤0.01%
17,000
+11,000
752
$170K ﹤0.01%
4,525
753
$168K ﹤0.01%
9,073
+137
754
$168K ﹤0.01%
7,800
-8,000
755
$166K ﹤0.01%
2,101
756
$166K ﹤0.01%
+4,475
757
$165K ﹤0.01%
1,051
758
$165K ﹤0.01%
693
759
$162K ﹤0.01%
30,468
+4,000
760
$162K ﹤0.01%
1,327
761
$161K ﹤0.01%
250
762
$160K ﹤0.01%
4,090
-190
763
$159K ﹤0.01%
2,800
764
$158K ﹤0.01%
398
765
$158K ﹤0.01%
675
766
$155K ﹤0.01%
23,000
767
$155K ﹤0.01%
1,116
-250
768
$154K ﹤0.01%
1,500
769
$153K ﹤0.01%
+11,970
770
$151K ﹤0.01%
1,781
771
$151K ﹤0.01%
3,700
772
$151K ﹤0.01%
2,906
773
$150K ﹤0.01%
1,641
+76
774
$148K ﹤0.01%
3,500
775
$148K ﹤0.01%
3,000
29 30
31
32 33