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
826
$58.2K ﹤0.01%
801
-232
827
$57.8K ﹤0.01%
2,750
828
$57.7K ﹤0.01%
1,050
829
$57.7K ﹤0.01%
226
-62
830
$57.7K ﹤0.01%
513
-8
831
$57.6K ﹤0.01%
740
+310
832
$57.6K ﹤0.01%
400
833
$56.2K ﹤0.01%
314
834
$55.9K ﹤0.01%
504
835
$55.9K ﹤0.01%
1,032
-1,304
836
$55.4K ﹤0.01%
+1,000
837
$54.9K ﹤0.01%
2,643
-1,755
838
$54.8K ﹤0.01%
315
839
$54.8K ﹤0.01%
1,375
840
$54.7K ﹤0.01%
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841
$54.4K ﹤0.01%
1,397
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842
$54.3K ﹤0.01%
1,026
843
$54.1K ﹤0.01%
1,889
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844
$54.1K ﹤0.01%
538
845
$54.1K ﹤0.01%
222
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846
$53.5K ﹤0.01%
1,178
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847
$53K ﹤0.01%
1,958
+17
848
$52.8K ﹤0.01%
1,500
849
$52.1K ﹤0.01%
+1,000
850
$51.5K ﹤0.01%
3,366
32 33
34
35 36