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
901
$39K ﹤0.01%
2,390
902
$39K ﹤0.01%
160
903
$39K ﹤0.01%
4,015
904
$39K ﹤0.01%
1,108
-2,052
905
$39K ﹤0.01%
350
906
$38K ﹤0.01%
750
907
$38K ﹤0.01%
3,100
908
$38K ﹤0.01%
2,000
909
$38K ﹤0.01%
380
910
$37K ﹤0.01%
372
+200
911
$37K ﹤0.01%
496
-340
912
$37K ﹤0.01%
645
+8
913
$36K ﹤0.01%
2,687
+26
914
$36K ﹤0.01%
1,000
915
$36K ﹤0.01%
400
916
$36K ﹤0.01%
500
917
$36K ﹤0.01%
+350
918
$35K ﹤0.01%
252
919
$35K ﹤0.01%
+3,000
920
$35K ﹤0.01%
700
+500
921
$34K ﹤0.01%
460
922
$34K ﹤0.01%
1,242
+1
923
$34K ﹤0.01%
7,546
924
$33K ﹤0.01%
2,505
925
$33K ﹤0.01%
700
35 36
37
38 39