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
776
$102K ﹤0.01%
1,990
-220
777
$100K ﹤0.01%
2,078
-220
778
$99K ﹤0.01%
8,571
+196
779
$99K ﹤0.01%
1,603
780
$99K ﹤0.01%
1,241
781
$98K ﹤0.01%
57
782
$98K ﹤0.01%
7,582
-9,694
783
$97K ﹤0.01%
619
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784
$97K ﹤0.01%
2,400
-2,000
785
$97K ﹤0.01%
1,970
786
$96K ﹤0.01%
2,692
+1,998
787
$96K ﹤0.01%
3,000
788
$96K ﹤0.01%
10,000
789
$96K ﹤0.01%
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$95K ﹤0.01%
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$93K ﹤0.01%
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21,626
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$92K ﹤0.01%
794
795
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2,324
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$89K ﹤0.01%
1,730
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797
$89K ﹤0.01%
1,000
798
$88K ﹤0.01%
3,800
799
$87K ﹤0.01%
1,969
-232
800
$87K ﹤0.01%
700
30 31
32
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