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
826
$60K ﹤0.01%
950
827
$60K ﹤0.01%
3,160
828
$60K ﹤0.01%
2,167
-124
829
$60K ﹤0.01%
4,000
830
$60K ﹤0.01%
1,855
831
$59K ﹤0.01%
2,562
-2,700
832
$59K ﹤0.01%
12,100
833
$59K ﹤0.01%
2,008
834
$58K ﹤0.01%
439
+61
835
$58K ﹤0.01%
500
836
$58K ﹤0.01%
8,162
837
$57K ﹤0.01%
2,056
-325
838
$57K ﹤0.01%
3,390
839
$56K ﹤0.01%
400
840
$56K ﹤0.01%
1,458
+226
841
$55K ﹤0.01%
+1,228
842
$55K ﹤0.01%
1,419
+472
843
$55K ﹤0.01%
1,500
-1,000
844
$55K ﹤0.01%
5,204
-29,120
845
$55K ﹤0.01%
1,434
+1,314
846
$54K ﹤0.01%
18,225
847
$54K ﹤0.01%
1,107
+460
848
$53K ﹤0.01%
1,881
-183
849
$53K ﹤0.01%
3,974
850
$53K ﹤0.01%
12,044
-569
32 33
34
35 36