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
$28.8B
AUM Growth
+$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,618
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$93.8M
3
+$37.7M
4
MKL icon
Markel Group
MKL
+$29.6M
5
SE icon
Sea Limited
SE
+$24.4M

Top Sells

1
+$94.7M
2
+$67.3M
3
+$54.2M
4
AAPL icon
Apple
AAPL
+$53.9M
5
ENTG icon
Entegris
ENTG
+$45.5M

Sector Composition

1 Financials 45.95%
2 Technology 17.42%
3 Healthcare 8.82%
4 Consumer Discretionary 8.26%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$80.7K ﹤0.01%
803
777
$79.8K ﹤0.01%
593
+2
778
$79K ﹤0.01%
2,275
779
$78.5K ﹤0.01%
1,283
780
$77.9K ﹤0.01%
3,783
-1
781
$75.7K ﹤0.01%
+433
782
$75.3K ﹤0.01%
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783
$75.1K ﹤0.01%
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784
$74.1K ﹤0.01%
2,449
-897
785
$74K ﹤0.01%
502
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786
$73.8K ﹤0.01%
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787
$73.4K ﹤0.01%
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788
$72.8K ﹤0.01%
3,845
-45
789
$72.5K ﹤0.01%
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$72.2K ﹤0.01%
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791
$72.2K ﹤0.01%
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$72K ﹤0.01%
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$71.7K ﹤0.01%
1,825
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794
$71.2K ﹤0.01%
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795
$71K ﹤0.01%
5,360
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796
$70.8K ﹤0.01%
926
797
$70.7K ﹤0.01%
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798
$70.5K ﹤0.01%
970
+194
799
$69.9K ﹤0.01%
1,700
800
$68.8K ﹤0.01%
592
30 31
32
33 34