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
801
$141K ﹤0.01%
3,200
+1,200
802
$140K ﹤0.01%
10,000
-5,400
803
$139K ﹤0.01%
1,540
804
$139K ﹤0.01%
3,000
805
$138K ﹤0.01%
34,745
806
$138K ﹤0.01%
3,800
-200
807
$138K ﹤0.01%
+1,800
808
$137K ﹤0.01%
3,120
+205
809
$135K ﹤0.01%
1,500
810
$133K ﹤0.01%
99
+4
811
$132K ﹤0.01%
850
812
$131K ﹤0.01%
1,618
+10
813
$131K ﹤0.01%
591
-149
814
$130K ﹤0.01%
2,931
815
$128K ﹤0.01%
500
816
$127K ﹤0.01%
1,250
817
$125K ﹤0.01%
2,106
-2
818
$125K ﹤0.01%
2,569
+321
819
$125K ﹤0.01%
2,500
820
$124K ﹤0.01%
4,324
821
$123K ﹤0.01%
2,100,000
822
$122K ﹤0.01%
5,775
823
$121K ﹤0.01%
4,600
+200
824
$120K ﹤0.01%
9,112
825
$120K ﹤0.01%
60,000
31 32
33
34 35