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
926
$33K ﹤0.01%
403
927
$33K ﹤0.01%
1,200
928
$33K ﹤0.01%
+2,825
929
$33K ﹤0.01%
300
930
$33K ﹤0.01%
9,200
931
$33K ﹤0.01%
1,000
932
$32K ﹤0.01%
1,884
933
$32K ﹤0.01%
1,000
934
$32K ﹤0.01%
+600
935
$32K ﹤0.01%
1,057
+47
936
$31K ﹤0.01%
401
937
$31K ﹤0.01%
+3,997
938
$31K ﹤0.01%
294
+75
939
$31K ﹤0.01%
+650
940
$30K ﹤0.01%
400
941
$30K ﹤0.01%
4,069
-3,097
942
$30K ﹤0.01%
279
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943
$30K ﹤0.01%
800
-65,712
944
$30K ﹤0.01%
870
945
$30K ﹤0.01%
2,400
946
$29K ﹤0.01%
2,716
947
$29K ﹤0.01%
751
+53
948
$29K ﹤0.01%
3,310
949
$29K ﹤0.01%
21,626
950
$29K ﹤0.01%
7,000
36 37
38
39 40