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
826
$119K ﹤0.01%
1,700
827
$119K ﹤0.01%
1,986
828
$119K ﹤0.01%
910
829
$119K ﹤0.01%
786
-201
830
$119K ﹤0.01%
315
+10
831
$118K ﹤0.01%
1,150
832
$117K ﹤0.01%
23,000
833
$117K ﹤0.01%
1,000
834
$116K ﹤0.01%
1,133
835
$115K ﹤0.01%
30,000
836
$115K ﹤0.01%
+1,000
837
$113K ﹤0.01%
4,668
838
$112K ﹤0.01%
1,000
-100
839
$112K ﹤0.01%
330
840
$112K ﹤0.01%
360
841
$111K ﹤0.01%
2,400
842
$111K ﹤0.01%
600
843
$109K ﹤0.01%
3,217
+1,357
844
$109K ﹤0.01%
2,200
845
$107K ﹤0.01%
2,300
846
$107K ﹤0.01%
2,212
-200
847
$107K ﹤0.01%
2,063
848
$107K ﹤0.01%
4,415
+2,000
849
$106K ﹤0.01%
1,295
850
$106K ﹤0.01%
14,400
32 33
34
35 36