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
851
$53K ﹤0.01%
1,500
852
$52K ﹤0.01%
217
853
$52K ﹤0.01%
2,021
+500
854
$52K ﹤0.01%
550
+100
855
$52K ﹤0.01%
1,000
856
$52K ﹤0.01%
800
857
$51K ﹤0.01%
1,302
858
$51K ﹤0.01%
1,000
-3,075
859
$50K ﹤0.01%
600
860
$49K ﹤0.01%
185
861
$49K ﹤0.01%
304
862
$49K ﹤0.01%
+830
863
$48K ﹤0.01%
525
864
$48K ﹤0.01%
600
865
$48K ﹤0.01%
3,740
866
$48K ﹤0.01%
3,800
867
$48K ﹤0.01%
1,020
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868
$47K ﹤0.01%
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869
$47K ﹤0.01%
800
870
$47K ﹤0.01%
585
871
$47K ﹤0.01%
5,488
-725
872
$46K ﹤0.01%
1,247
873
$46K ﹤0.01%
696
+180
874
$44K ﹤0.01%
1,000
875
$44K ﹤0.01%
267
33 34
35
36 37