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
776
$86K ﹤0.01%
1,800
777
$86K ﹤0.01%
+2,850
778
$85K ﹤0.01%
981
-1,030
779
$85K ﹤0.01%
700
-3
780
$85K ﹤0.01%
450
781
$85K ﹤0.01%
800
782
$84K ﹤0.01%
4,015
783
$83K ﹤0.01%
+511
784
$83K ﹤0.01%
326
785
$82K ﹤0.01%
1,500
786
$81K ﹤0.01%
608
+325
787
$80K ﹤0.01%
866
788
$80K ﹤0.01%
2,523
789
$80K ﹤0.01%
2,000
790
$80K ﹤0.01%
794
791
$79K ﹤0.01%
6,200
+1,000
792
$79K ﹤0.01%
407
793
$79K ﹤0.01%
+642
794
$77K ﹤0.01%
2,323
+1,907
795
$76K ﹤0.01%
2,750
+2,700
796
$76K ﹤0.01%
1,473
797
$75K ﹤0.01%
11,000
798
$74K ﹤0.01%
1,263
-500
799
$74K ﹤0.01%
690
+156
800
$74K ﹤0.01%
700
30 31
32
33 34