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
876
$44K ﹤0.01%
+300
877
$44K ﹤0.01%
1,150
-3,340
878
$43K ﹤0.01%
537
879
$43K ﹤0.01%
5,000
880
$43K ﹤0.01%
3,280
-5,482
881
$43K ﹤0.01%
700
882
$42K ﹤0.01%
5,000
883
$42K ﹤0.01%
2,700
884
$42K ﹤0.01%
952
885
$41K ﹤0.01%
2,055
-185
886
$41K ﹤0.01%
1,225
+1,025
887
$41K ﹤0.01%
980
888
$41K ﹤0.01%
1,000
889
$41K ﹤0.01%
1,330
890
$41K ﹤0.01%
430
891
$41K ﹤0.01%
10,043
892
$40K ﹤0.01%
+500
893
$40K ﹤0.01%
431
894
$40K ﹤0.01%
1,800
895
$40K ﹤0.01%
380
896
$40K ﹤0.01%
664
897
$40K ﹤0.01%
2,800
898
$40K ﹤0.01%
2,690
899
$40K ﹤0.01%
1,000
900
$40K ﹤0.01%
800
34 35
36
37 38