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
776
$161K ﹤0.01%
450
777
$160K ﹤0.01%
3,300
778
$159K ﹤0.01%
1,951
-1,775
779
$158K ﹤0.01%
156
780
$157K ﹤0.01%
13,572
781
$157K ﹤0.01%
16,075
+12,800
782
$156K ﹤0.01%
2,501
783
$156K ﹤0.01%
7,500
-2,500
784
$155K ﹤0.01%
4,570
785
$154K ﹤0.01%
225
786
$152K ﹤0.01%
945
+10
787
$152K ﹤0.01%
17,458
788
$151K ﹤0.01%
4,050
789
$150K ﹤0.01%
5,530
790
$149K ﹤0.01%
407
791
$148K ﹤0.01%
3,539
792
$147K ﹤0.01%
1,116
793
$147K ﹤0.01%
3,700
794
$146K ﹤0.01%
700
795
$145K ﹤0.01%
1,247
796
$145K ﹤0.01%
481
797
$144K ﹤0.01%
2,800
798
$143K ﹤0.01%
800
799
$142K ﹤0.01%
800
800
$142K ﹤0.01%
980
+865
30 31
32
33 34