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
876
$91K ﹤0.01%
1,000
877
$89K ﹤0.01%
850
878
$88K ﹤0.01%
1,147
879
$87K ﹤0.01%
1,387
880
$87K ﹤0.01%
1,189
-36
881
$86K ﹤0.01%
2,716
882
$86K ﹤0.01%
630
883
$85K ﹤0.01%
136
-31
884
$85K ﹤0.01%
4,015
885
$84K ﹤0.01%
25,000
886
$83K ﹤0.01%
+250
887
$83K ﹤0.01%
600
888
$83K ﹤0.01%
393
889
$80K ﹤0.01%
483
890
$80K ﹤0.01%
6,637
891
$79K ﹤0.01%
525
-650
892
$79K ﹤0.01%
5,424
+1
893
$79K ﹤0.01%
348
-60
894
$79K ﹤0.01%
3,850
+1,550
895
$78K ﹤0.01%
2,125
-2,350
896
$77K ﹤0.01%
3,868
897
$77K ﹤0.01%
600
898
$77K ﹤0.01%
1,100
899
$77K ﹤0.01%
1,000
900
$76K ﹤0.01%
+2,100
34 35
36
37 38