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
801
$73K ﹤0.01%
2,100
802
$73K ﹤0.01%
1,250
803
$70K ﹤0.01%
1,454
804
$70K ﹤0.01%
5,195
+1,500
805
$70K ﹤0.01%
364
806
$69K ﹤0.01%
+565
807
$68K ﹤0.01%
1,700
808
$68K ﹤0.01%
1,800
809
$68K ﹤0.01%
546
810
$66K ﹤0.01%
9,728
-343
811
$65K ﹤0.01%
7,226
-1
812
$65K ﹤0.01%
5,866
-200
813
$65K ﹤0.01%
400
814
$64K ﹤0.01%
1,000
815
$64K ﹤0.01%
4,668
816
$64K ﹤0.01%
360
817
$64K ﹤0.01%
4,031
+1,000
818
$63K ﹤0.01%
650
-600
819
$63K ﹤0.01%
550
-365
820
$62K ﹤0.01%
3,500
821
$62K ﹤0.01%
600
822
$62K ﹤0.01%
998
-672
823
$61K ﹤0.01%
6,309
+3,750
824
$61K ﹤0.01%
522
825
$61K ﹤0.01%
7,500
31 32
33
34 35