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
$30.3B
AUM Growth
+$3.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,772
New
Increased
Reduced
Closed

Top Buys

1
+$266M
2
+$37.8M
3
+$33.9M
4
AMZN icon
Amazon
AMZN
+$24.6M
5
PDD icon
Pinduoduo
PDD
+$23.2M

Top Sells

1
+$57.2M
2
+$21.4M
3
+$18.9M
4
CAR icon
Avis
CAR
+$15.6M
5
MSFT icon
Microsoft
MSFT
+$14.6M

Sector Composition

1 Financials 41.24%
2 Technology 17.02%
3 Healthcare 11.08%
4 Consumer Discretionary 8.98%
5 Communication Services 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$182K ﹤0.01%
306
752
$180K ﹤0.01%
4,100
753
$179K ﹤0.01%
27,500
754
$177K ﹤0.01%
2,700
755
$176K ﹤0.01%
2,102
756
$176K ﹤0.01%
+2,500
757
$175K ﹤0.01%
+2,575
758
$174K ﹤0.01%
4,000
759
$174K ﹤0.01%
14,925
760
$174K ﹤0.01%
2,101
761
$173K ﹤0.01%
700
762
$173K ﹤0.01%
941
763
$173K ﹤0.01%
4,155
764
$172K ﹤0.01%
4,500
-1,010
765
$171K ﹤0.01%
6,113
766
$171K ﹤0.01%
1,327
767
$169K ﹤0.01%
1,724
+139
768
$168K ﹤0.01%
1,902
769
$168K ﹤0.01%
624
770
$167K ﹤0.01%
1,800
771
$167K ﹤0.01%
510
772
$164K ﹤0.01%
5,000
773
$163K ﹤0.01%
1,430
774
$162K ﹤0.01%
1,781
775
$161K ﹤0.01%
3,500
29 30
31
32 33