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
901
$76K ﹤0.01%
1,471
902
$75K ﹤0.01%
400
903
$75K ﹤0.01%
655
904
$74K ﹤0.01%
641
+277
905
$74K ﹤0.01%
2,500
906
$74K ﹤0.01%
677
907
$74K ﹤0.01%
3,449
908
$73K ﹤0.01%
360
+170
909
$73K ﹤0.01%
2,400
+275
910
$73K ﹤0.01%
115
911
$73K ﹤0.01%
5,000
912
$72K ﹤0.01%
860
+600
913
$72K ﹤0.01%
952
914
$72K ﹤0.01%
190
915
$69K ﹤0.01%
+3,310
916
$69K ﹤0.01%
586
917
$68K ﹤0.01%
634
-44
918
$68K ﹤0.01%
937
919
$68K ﹤0.01%
915
+161
920
$68K ﹤0.01%
+1,500
921
$68K ﹤0.01%
450
922
$68K ﹤0.01%
+340
923
$68K ﹤0.01%
2,000
924
$67K ﹤0.01%
269
+119
925
$67K ﹤0.01%
36,626
+5,000
35 36
37
38 39